+129.0%
INFY vs PPL
+67.2%
+61.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.4% |
| 7D | -1.7% | -0.4% | -1.3% | -1.6% |
| 30D | +7.1% | +2.6% | +4.4% | +6.2% |
| 3M | -1.0% | +0.8% | -1.8% | -1.3% |
| 6M | +5.9% | +1.4% | +4.5% | +5.2% |
| YTD | -29.5% | +4.3% | -33.8% | -30.8% |
| 1Y | -26.0% | +0.8% | -26.7% | -26.6% |
| 3Y | -19.4% | +57.9% | -77.3% | -32.8% |
| 5Y | -40.9% | +48.3% | -89.3% | -50.2% |
| All | +129.0% | +67.2% | +61.8% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 10y: compounded portfolio wealth divided by compounded PPL 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…
10y analysis · Full analysis span regression · 6 months rolling