-76.0%
PCG vs INFY
+124.5%
-200.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +2.2% | -1.7% | +3.8% | +2.5% |
| 30D | +0.8% | +7.1% | -6.3% | -0.9% |
| 3M | -23.8% | -1.0% | -22.8% | -24.0% |
| 6M | -19.6% | +5.9% | -25.5% | -21.6% |
| YTD | -16.7% | -29.5% | +12.8% | -11.4% |
| 1Y | -19.4% | -26.0% | +6.6% | -15.7% |
| 3Y | -18.3% | -19.4% | +1.1% | -18.6% |
| 5Y | +10.4% | -40.9% | +51.4% | +19.3% |
| All | -76.0% | +124.5% | -200.5% | -83.7% |
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