+32.8%
PFE vs INFY
+80.1%
-47.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | -0.1% |
| 7D | -2.6% | -5.4% | +2.8% | -1.4% |
| 30D | +5.4% | -9.9% | +15.2% | +7.6% |
| 3M | +7.8% | -4.6% | +12.3% | +8.5% |
| 6M | +5.0% | -18.5% | +23.5% | +8.8% |
| YTD | +17.1% | -36.5% | +53.6% | +27.4% |
| 1Y | +19.3% | -32.8% | +52.1% | +27.8% |
| 3Y | -0.9% | -32.2% | +31.3% | +4.5% |
| 5Y | -20.8% | -44.7% | +23.9% | -13.9% |
| All | +32.8% | +80.1% | -47.3% | +8.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling