-0.7%
PFE vs INFY
-32.6%
+31.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.3% |
| 7D | -4.3% | -8.7% | +4.4% | -2.9% |
| 30D | +2.7% | -13.0% | +15.7% | +5.0% |
| 3M | +10.0% | -8.8% | +18.8% | +11.3% |
| 6M | +7.2% | -22.6% | +29.7% | +10.9% |
| YTD | +17.3% | -37.3% | +54.7% | +25.4% |
| 1Y | +20.3% | -33.4% | +53.7% | +26.8% |
| All | -0.7% | -32.6% | +31.9% | +3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling