+3.4%
PEP vs INFY
-45.7%
+49.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -1.4% | -9.8% | +8.4% | -0.4% |
| 30D | -0.2% | -13.4% | +13.2% | +1.1% |
| 3M | -4.3% | -7.2% | +2.9% | -3.8% |
| 6M | -13.2% | -20.6% | +7.4% | -11.9% |
| YTD | -1.9% | -37.5% | +35.6% | +1.3% |
| 1Y | -0.3% | -33.4% | +33.0% | +2.1% |
| 3Y | -13.6% | -32.4% | +18.8% | -12.8% |
| 5Y | +3.4% | -45.5% | +48.8% | +6.2% |
| All | +3.4% | -45.7% | +49.0% | +6.2% |
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 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