+75.8%
PFE vs INFY
+3,191.3%
-3,115.5%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.9% |
| 7D | +1.8% | -2.9% | +4.7% | +2.1% |
| 30D | +10.2% | -6.2% | +16.5% | +11.0% |
| 3M | +12.7% | -4.9% | +17.6% | +13.1% |
| 6M | +10.5% | -16.6% | +27.1% | +12.4% |
| YTD | +20.2% | -32.9% | +53.1% | +24.8% |
| 1Y | +24.1% | -26.9% | +50.9% | +27.5% |
| 3Y | -3.6% | -26.6% | +23.0% | -1.4% |
| 5Y | -20.9% | -44.1% | +23.2% | -17.3% |
| 10Y | +35.8% | +90.0% | -54.1% | +23.9% |
| All | +75.8% | +3,191.3% | -3,115.5% | +24.6% |
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