-33.1%
INFY vs PRU
+42.2%
-75.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | -8.7% | -1.9% | -6.8% | -7.9% |
| 30D | -13.0% | -2.6% | -10.4% | -12.1% |
| 3M | -8.8% | +14.7% | -23.5% | -13.3% |
| 6M | -22.6% | +25.7% | -48.2% | -29.1% |
| YTD | -37.3% | +8.3% | -45.6% | -39.4% |
| 1Y | -33.4% | +17.3% | -50.7% | -37.4% |
| All | -33.1% | +42.2% | -75.3% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling