-32.2%
INFY vs PSA
+22.3%
-54.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.3% |
| 7D | -5.4% | -1.8% | -3.6% | -5.0% |
| 30D | -9.9% | -8.4% | -1.5% | -8.3% |
| 3M | -4.6% | -7.8% | +3.3% | -3.0% |
| 6M | -18.5% | +0.8% | -19.3% | -18.3% |
| YTD | -36.5% | +16.5% | -53.0% | -37.8% |
| 1Y | -32.8% | +4.7% | -37.5% | -33.0% |
| 3Y | -32.2% | +21.1% | -53.3% | -35.9% |
| All | -32.2% | +22.3% | -54.5% | -35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling