+78.9%
INFY vs PRU
+140.2%
-61.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.2% |
| 7D | -5.4% | -2.3% | -3.1% | -4.6% |
| 30D | -9.9% | -1.7% | -8.1% | -9.3% |
| 3M | -4.6% | +13.2% | -17.8% | -8.6% |
| 6M | -18.5% | +28.8% | -47.2% | -25.5% |
| YTD | -36.5% | +9.8% | -46.3% | -38.7% |
| 1Y | -32.8% | +17.4% | -50.1% | -36.6% |
| 3Y | -32.2% | +44.9% | -77.1% | -41.4% |
| 5Y | -44.7% | +46.6% | -91.3% | -53.0% |
| All | +78.9% | +140.2% | -61.3% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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