-23.3%
INFY vs PTC
+0.1%
-23.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.5% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | +13.8% | +1.5% | +12.2% | +13.4% |
| 3M | -2.9% | +37.8% | -40.6% | -11.8% |
| 6M | +2.2% | +41.2% | -39.1% | -9.5% |
| YTD | -29.8% | +12.0% | -41.9% | -32.2% |
| 1Y | -23.3% | +1.6% | -24.9% | -24.4% |
| All | -23.3% | +0.1% | -23.4% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling