+78.9%
INFY vs PSA
+102.6%
-23.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.3% |
| 7D | -5.4% | -1.8% | -3.6% | -4.9% |
| 30D | -9.9% | -8.4% | -1.5% | -7.6% |
| 3M | -4.6% | -7.8% | +3.3% | -2.3% |
| 6M | -18.5% | +0.8% | -19.3% | -18.7% |
| YTD | -36.5% | +16.5% | -53.0% | -39.3% |
| 1Y | -32.8% | +4.7% | -37.5% | -33.9% |
| 3Y | -32.2% | +21.1% | -53.3% | -37.4% |
| 5Y | -44.7% | +14.2% | -58.9% | -48.5% |
| All | +78.9% | +102.6% | -23.7% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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