-26.0%
INFY vs PPL
+0.2%
-26.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.1% |
| 7D | -1.7% | -0.4% | -1.3% | -1.7% |
| 30D | +7.1% | +2.6% | +4.4% | +7.0% |
| 3M | -1.0% | +0.8% | -1.8% | -1.0% |
| 6M | +5.9% | +1.4% | +4.5% | +6.3% |
| YTD | -29.5% | +4.3% | -33.8% | -29.5% |
| 1Y | -26.0% | +0.8% | -26.7% | -26.9% |
| All | -26.0% | +0.2% | -26.2% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling