+54.2%
PCG vs INFY
-46.0%
+100.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -4.1% |
| 7D | +6.5% | -8.7% | +15.1% | +7.5% |
| 30D | -16.7% | -13.0% | -3.7% | -15.5% |
| 3M | -14.2% | -8.8% | -5.4% | -13.6% |
| 6M | -21.5% | -22.6% | +1.1% | -19.5% |
| YTD | -11.2% | -37.3% | +26.2% | -6.5% |
| 1Y | -4.2% | -33.4% | +29.2% | -0.6% |
| 3Y | -14.9% | -32.3% | +17.4% | -13.9% |
| 5Y | +54.2% | -45.2% | +99.5% | +64.7% |
| All | +54.2% | -46.0% | +100.3% | +64.7% |
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 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