+5,486.7%
PCAR vs INFY
+3,191.3%
+2,295.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.9% |
| 7D | -0.5% | -2.9% | +2.4% | +0.2% |
| 30D | -6.2% | -6.2% | 0.0% | -4.9% |
| 3M | +5.9% | -4.9% | +10.8% | +6.4% |
| 6M | +0.4% | -16.6% | +17.0% | +3.6% |
| YTD | +14.8% | -32.9% | +47.7% | +24.0% |
| 1Y | +30.1% | -26.9% | +57.0% | +37.2% |
| 3Y | +66.7% | -26.6% | +93.2% | +74.2% |
| 5Y | +166.1% | -44.1% | +210.2% | +193.1% |
| 10Y | +353.7% | +90.0% | +263.7% | +264.3% |
| All | +5,486.7% | +3,191.3% | +2,295.4% | +3,474.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling