+78.9%
INFY vs PTEN
-15.6%
+94.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | -5.4% | +3.5% | -8.8% | -5.7% |
| 30D | -9.9% | +17.5% | -27.4% | -11.4% |
| 3M | -4.6% | +12.7% | -17.3% | -6.2% |
| 6M | -18.5% | +33.1% | -51.5% | -21.6% |
| YTD | -36.5% | +116.4% | -153.0% | -42.2% |
| 1Y | -32.8% | +141.2% | -173.9% | -39.7% |
| 3Y | -32.2% | -3.8% | -28.4% | -34.6% |
| 5Y | -44.7% | +92.7% | -137.4% | -52.3% |
| All | +78.9% | -15.6% | +94.5% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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