-44.9%
INFY vs PPL
+39.3%
-84.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.9% |
| 7D | -7.2% | +1.8% | -9.0% | -7.5% |
| 30D | -11.2% | -1.1% | -10.1% | -11.0% |
| 3M | -7.4% | 0.0% | -7.4% | -7.4% |
| 6M | -21.3% | -7.6% | -13.7% | -20.3% |
| YTD | -36.2% | +1.7% | -37.9% | -36.6% |
| 1Y | -31.3% | +1.5% | -32.8% | -31.8% |
| 3Y | -31.1% | +55.3% | -86.3% | -39.6% |
| 5Y | -44.9% | +37.7% | -82.6% | -50.1% |
| All | -44.9% | +39.3% | -84.2% | -50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling