-44.9%
INFY vs PL
+79.0%
-123.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.2% | -4.8% |
| 7D | -7.2% | -7.5% | +0.3% | -6.9% |
| 30D | -11.2% | -25.6% | +14.4% | -9.8% |
| 3M | -7.4% | -45.6% | +38.2% | -4.7% |
| 6M | -21.3% | -29.5% | +8.3% | -21.3% |
| YTD | -36.2% | -9.7% | -26.5% | -37.5% |
| 1Y | -31.3% | +84.4% | -115.6% | -36.5% |
| 3Y | -31.1% | +550.0% | -581.1% | -44.8% |
| 5Y | -44.9% | +79.0% | -123.9% | -53.7% |
| All | -44.9% | +79.0% | -123.9% | -53.7% |
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