-39.4%
INFY vs PL
+37.0%
-76.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +14.5% | -15.4% | -1.5% |
| 7D | -1.1% | +10.9% | -12.0% | -1.7% |
| 30D | +15.5% | -16.4% | +31.8% | +16.2% |
| 3M | -1.1% | -39.9% | +38.8% | +1.1% |
| 6M | -1.3% | -63.2% | +61.8% | +2.9% |
| YTD | -29.0% | -27.1% | -1.8% | -29.9% |
| 1Y | -23.3% | +12.2% | -35.5% | -26.9% |
| 3Y | -17.8% | +584.3% | -602.1% | -35.0% |
| 5Y | -39.4% | +37.0% | -76.4% | -49.2% |
| All | -39.4% | +37.0% | -76.4% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling