+362.4%
PCAR vs INFY
+80.1%
+282.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.3% | -0.3% |
| 7D | -1.6% | -5.4% | +3.8% | -0.2% |
| 30D | -6.4% | -9.9% | +3.5% | -3.9% |
| 3M | +4.7% | -4.6% | +9.2% | +5.1% |
| 6M | +4.5% | -18.5% | +23.0% | +9.1% |
| YTD | +13.0% | -36.5% | +49.5% | +26.0% |
| 1Y | +23.6% | -32.8% | +56.3% | +34.8% |
| 3Y | +60.7% | -32.2% | +92.9% | +72.5% |
| 5Y | +164.5% | -44.7% | +209.2% | +196.4% |
| All | +362.4% | +80.1% | +282.4% | +256.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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