-31.1%
INFY vs PPL
+56.5%
-87.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.9% |
| 7D | -7.2% | +1.8% | -9.0% | -7.3% |
| 30D | -11.2% | -1.1% | -10.1% | -11.1% |
| 3M | -7.4% | 0.0% | -7.4% | -7.3% |
| 6M | -21.3% | -7.6% | -13.7% | -20.9% |
| YTD | -36.2% | +1.7% | -37.9% | -36.3% |
| 1Y | -31.3% | +1.5% | -32.8% | -31.4% |
| 3Y | -31.1% | +55.3% | -86.3% | -37.7% |
| All | -31.1% | +56.5% | -87.5% | -37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling