-14.6%
PCG vs INFY
-32.6%
+18.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -4.2% |
| 7D | +6.5% | -8.7% | +15.1% | +6.6% |
| 30D | -16.7% | -13.0% | -3.7% | -16.5% |
| 3M | -14.2% | -8.8% | -5.4% | -14.2% |
| 6M | -21.5% | -22.6% | +1.1% | -21.1% |
| YTD | -11.2% | -37.3% | +26.2% | -9.9% |
| 1Y | -4.2% | -33.4% | +29.2% | -3.8% |
| All | -14.6% | -32.6% | +18.1% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling