+636.5%
PEP vs INFY
+3,031.0%
-2,394.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | +1.0% |
| 7D | +0.1% | -7.2% | +7.3% | +0.7% |
| 30D | +0.7% | -11.2% | +11.8% | +1.6% |
| 3M | -0.5% | -7.4% | +6.9% | 0.0% |
| 6M | -11.3% | -21.3% | +9.9% | -9.8% |
| YTD | -0.6% | -36.2% | +35.6% | +2.6% |
| 1Y | +1.7% | -31.3% | +32.9% | +4.2% |
| 3Y | -12.5% | -31.1% | +18.6% | -10.8% |
| 5Y | +3.9% | -44.9% | +48.7% | +7.3% |
| 10Y | +76.6% | +83.1% | -6.5% | +64.7% |
| All | +636.5% | +3,031.0% | -2,394.4% | +527.0% |
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