-19.3%
PCG vs INFY
+3,191.3%
-3,210.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.2% | +5.7% | +2.7% |
| 7D | -13.9% | -2.9% | -11.0% | -13.6% |
| 30D | -16.9% | -6.2% | -10.6% | -16.4% |
| 3M | -14.7% | -4.9% | -9.8% | -14.5% |
| 6M | -23.8% | -16.6% | -7.2% | -22.8% |
| YTD | -10.5% | -32.9% | +22.4% | -7.6% |
| 1Y | -5.1% | -26.9% | +21.8% | -3.0% |
| 3Y | -11.6% | -26.6% | +15.0% | -10.2% |
| 5Y | +59.0% | -44.1% | +103.1% | +65.1% |
| 10Y | -75.7% | +90.0% | -165.7% | -77.7% |
| All | -19.3% | +3,191.3% | -3,210.6% | -29.2% |
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 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