-50.7%
INFY vs PLTD
-76.7%
+26.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.4% | +0.1% |
| 7D | -9.8% | +9.9% | -19.7% | -8.6% |
| 30D | -13.4% | +3.8% | -17.2% | -12.8% |
| 3M | -7.2% | -32.3% | +25.1% | -10.6% |
| 6M | -20.6% | -25.9% | +5.2% | -22.1% |
| YTD | -37.5% | -16.4% | -21.0% | -37.6% |
| 1Y | -33.4% | -25.2% | -8.2% | -34.1% |
| All | -50.7% | -76.7% | +26.0% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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