+2,723.9%
INFY vs PPL
+849.9%
+1,874.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | +5.5% | 0.0% | +5.5% | +5.5% |
| 30D | +17.3% | +4.3% | +13.0% | +15.9% |
| 3M | +0.2% | +2.9% | -2.7% | -0.7% |
| 6M | +0.3% | +1.1% | -0.9% | -0.3% |
| YTD | -27.8% | +4.5% | -32.3% | -29.1% |
| 1Y | -23.3% | +0.1% | -23.4% | -23.7% |
| 3Y | -17.8% | +55.7% | -73.5% | -29.7% |
| 5Y | -37.5% | +47.6% | -85.1% | -46.2% |
| 10Y | +128.4% | +66.8% | +61.5% | +83.3% |
| All | +2,723.9% | +849.9% | +1,874.0% | +2,521.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling