+2,347.1%
INFY vs PSA
+3,084.7%
-737.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -9.8% | -3.6% | -6.1% | -8.4% |
| 30D | -13.4% | -9.4% | -4.0% | -9.9% |
| 3M | -7.2% | -8.2% | +1.0% | -3.9% |
| 6M | -20.6% | -1.8% | -18.8% | -20.3% |
| YTD | -37.5% | +15.7% | -53.2% | -41.4% |
| 1Y | -33.4% | +6.3% | -39.7% | -35.6% |
| 3Y | -32.4% | +21.6% | -54.0% | -39.7% |
| 5Y | -45.5% | +13.5% | -58.9% | -50.9% |
| 10Y | +79.7% | +101.3% | -21.6% | +21.2% |
| All | +2,347.1% | +3,084.7% | -737.6% | +436.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling