-76.3%
PCG vs INFY
+80.1%
-156.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.0% |
| 7D | -3.5% | -5.4% | +1.9% | -2.4% |
| 30D | -20.6% | -9.9% | -10.7% | -18.9% |
| 3M | -17.6% | -4.6% | -13.0% | -17.3% |
| 6M | -23.5% | -18.5% | -5.0% | -20.8% |
| YTD | -13.6% | -36.5% | +22.9% | -5.7% |
| 1Y | -11.3% | -32.8% | +21.4% | -5.2% |
| 3Y | -16.9% | -32.2% | +15.3% | -13.4% |
| 5Y | +50.8% | -44.7% | +95.5% | +64.7% |
| All | -76.3% | +80.1% | -156.4% | -83.2% |
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 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