+129.0%
INFY vs PR
+86.0%
+43.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.1% |
| 7D | -1.7% | +6.0% | -7.7% | -2.0% |
| 30D | +7.1% | -4.2% | +11.3% | +7.2% |
| 3M | -1.0% | +10.0% | -10.9% | -1.6% |
| 6M | +5.9% | +15.6% | -9.7% | +4.7% |
| YTD | -29.5% | +68.2% | -97.7% | -31.9% |
| 1Y | -26.0% | +79.2% | -105.2% | -28.7% |
| 3Y | -19.4% | +94.9% | -114.3% | -23.2% |
| 5Y | -40.9% | +272.8% | -313.7% | -46.4% |
| All | +129.0% | +86.0% | +43.0% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 10y: compounded portfolio wealth divided by compounded PR 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…
10y analysis · Full analysis span regression · 6 months rolling