-24.6%
INFY vs PL
+84.9%
-109.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -2.0% | -3.2% |
| 7D | -2.9% | -9.3% | +6.4% | -2.4% |
| 30D | -6.2% | -18.9% | +12.7% | -5.3% |
| 3M | -4.9% | -58.4% | +53.5% | -0.8% |
| 6M | -16.6% | -30.3% | +13.7% | -16.6% |
| YTD | -32.9% | -8.1% | -24.8% | -34.4% |
| 1Y | -26.9% | +180.5% | -207.4% | -34.8% |
| 3Y | -26.6% | +444.1% | -470.7% | -40.5% |
| 5Y | -44.1% | +83.0% | -127.1% | -54.5% |
| All | -24.6% | +84.9% | -109.5% | -38.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling