-21.0%
PFE vs INFY
-45.7%
+24.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -4.0% | -9.8% | +5.7% | -2.4% |
| 30D | +3.9% | -13.4% | +17.3% | +6.4% |
| 3M | +9.9% | -7.2% | +17.1% | +11.0% |
| 6M | +5.3% | -20.6% | +25.9% | +8.8% |
| YTD | +16.8% | -37.5% | +54.2% | +25.2% |
| 1Y | +20.4% | -33.4% | +53.8% | +27.4% |
| 3Y | -2.1% | -32.4% | +30.3% | +2.1% |
| 5Y | -21.0% | -45.5% | +24.5% | -16.1% |
| All | -21.0% | -45.7% | +24.7% | -16.1% |
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