-44.6%
INFY vs PODD
-55.4%
+10.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.8% |
| 7D | -5.4% | -10.5% | +5.1% | -3.7% |
| 30D | -9.9% | -9.0% | -0.8% | -8.5% |
| 3M | -4.6% | -11.5% | +7.0% | -3.1% |
| 6M | -18.5% | -44.7% | +26.3% | -11.4% |
| YTD | -36.5% | -53.6% | +17.0% | -29.1% |
| 1Y | -32.8% | -61.0% | +28.2% | -23.1% |
| 3Y | -32.2% | -24.7% | -7.5% | -31.1% |
| All | -44.6% | -55.4% | +10.8% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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