-44.6%
INFY vs PTC
+4.1%
-48.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.9% |
| 7D | -5.4% | -7.3% | +1.9% | -2.7% |
| 30D | -9.9% | -11.6% | +1.8% | -5.8% |
| 3M | -4.6% | +10.5% | -15.0% | -8.1% |
| 6M | -18.5% | -17.8% | -0.6% | -13.4% |
| YTD | -36.5% | -24.9% | -11.6% | -30.6% |
| 1Y | -32.8% | -36.8% | +4.1% | -22.3% |
| 3Y | -32.2% | -8.7% | -23.5% | -32.9% |
| All | -44.6% | +4.1% | -48.7% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling