+116.1%
PG vs INFY
+80.1%
+36.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.4% |
| 7D | -0.8% | -5.4% | +4.6% | 0.0% |
| 30D | +0.8% | -9.9% | +10.7% | +2.2% |
| 3M | -1.3% | -4.6% | +3.2% | -1.0% |
| 6M | -3.8% | -18.5% | +14.6% | -1.6% |
| YTD | +3.6% | -36.5% | +40.2% | +9.5% |
| 1Y | -5.7% | -32.8% | +27.0% | -1.5% |
| 3Y | +1.6% | -32.2% | +33.8% | +4.7% |
| 5Y | +14.6% | -44.7% | +59.3% | +20.9% |
| All | +116.1% | +80.1% | +36.1% | +72.1% |
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 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