+2,524.3%
INFY vs PPL
+826.0%
+1,698.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -2.9% | +2.7% | -5.6% | -3.7% |
| 30D | -6.2% | +0.5% | -6.7% | -6.4% |
| 3M | -4.9% | +0.7% | -5.6% | -5.2% |
| 6M | -16.6% | -7.6% | -9.0% | -14.9% |
| YTD | -32.9% | +1.8% | -34.7% | -33.6% |
| 1Y | -26.9% | -0.8% | -26.1% | -27.2% |
| 3Y | -26.6% | +56.9% | -83.5% | -37.4% |
| 5Y | -44.1% | +39.5% | -83.6% | -51.0% |
| 10Y | +90.0% | +55.4% | +34.6% | +55.7% |
| All | +2,524.3% | +826.0% | +1,698.3% | +2,355.1% |
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 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