+958.8%
INFY vs PRU
+817.9%
+140.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | -1.7% | +3.6% | -5.3% | -2.8% |
| 30D | +7.1% | +8.9% | -1.8% | +4.1% |
| 3M | -1.0% | +0.2% | -1.1% | -1.1% |
| 6M | +5.9% | +23.7% | -17.9% | -1.4% |
| YTD | -29.5% | +13.7% | -43.3% | -32.6% |
| 1Y | -26.0% | +20.6% | -46.6% | -30.6% |
| 3Y | -19.4% | +56.3% | -75.7% | -31.4% |
| 5Y | -40.9% | +42.3% | -83.3% | -48.8% |
| 10Y | +121.9% | +99.3% | +22.6% | +59.8% |
| All | +958.8% | +817.9% | +140.9% | +214.3% |
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