+164.2%
PCAR vs INFY
-45.7%
+209.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | -1.6% | -9.8% | +8.2% | +0.7% |
| 30D | -7.3% | -13.4% | +6.1% | -4.4% |
| 3M | +7.8% | -7.2% | +15.0% | +9.0% |
| 6M | +3.6% | -20.6% | +24.2% | +8.4% |
| YTD | +12.9% | -37.5% | +50.3% | +25.3% |
| 1Y | +27.3% | -33.4% | +60.7% | +37.9% |
| 3Y | +61.9% | -32.4% | +94.3% | +71.9% |
| 5Y | +164.2% | -45.5% | +209.6% | +190.3% |
| All | +164.2% | -45.7% | +209.8% | +190.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling