-24.9%
PCG vs INFY
+3,357.3%
-3,382.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +2.2% | -1.7% | +3.8% | +2.3% |
| 30D | +0.8% | +7.1% | -6.3% | 0.0% |
| 3M | -23.8% | -1.0% | -22.8% | -23.9% |
| 6M | -19.6% | +5.9% | -25.5% | -20.5% |
| YTD | -16.7% | -29.5% | +12.8% | -14.6% |
| 1Y | -19.4% | -26.0% | +6.6% | -17.8% |
| 3Y | -18.3% | -19.4% | +1.1% | -17.9% |
| 5Y | +10.4% | -40.9% | +51.4% | +13.9% |
| 10Y | -76.1% | +121.9% | -198.0% | -78.3% |
| All | -24.9% | +3,357.3% | -3,382.2% | -34.6% |
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