+958.8%
INFY vs PRU
+809.5%
+149.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -4.0% | 0.0% | -3.9% | -4.0% |
| 30D | +7.8% | +7.9% | -0.1% | +5.1% |
| 3M | +0.1% | +0.9% | -0.8% | -0.3% |
| 6M | +4.2% | +22.4% | -18.2% | -2.6% |
| YTD | -29.5% | +12.7% | -42.2% | -32.4% |
| 1Y | -26.5% | +19.6% | -46.1% | -30.9% |
| 3Y | -19.8% | +54.0% | -73.8% | -31.4% |
| 5Y | -40.9% | +41.0% | -82.0% | -48.6% |
| 10Y | +121.9% | +97.4% | +24.4% | +60.3% |
| All | +958.8% | +809.5% | +149.4% | +215.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling