+141.2%
PH vs INFY
-31.8%
+172.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.4% |
| 7D | -1.3% | -5.4% | +4.1% | -0.4% |
| 30D | -11.0% | -9.9% | -1.1% | -9.4% |
| 3M | +5.5% | -4.6% | +10.1% | +5.7% |
| 6M | +1.5% | -18.5% | +19.9% | +5.3% |
| YTD | +8.8% | -36.5% | +45.3% | +21.1% |
| 1Y | +24.5% | -32.8% | +57.2% | +34.1% |
| 3Y | +141.2% | -32.2% | +173.4% | +155.4% |
| All | +141.2% | -31.8% | +172.9% | +155.4% |
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