+5,890.9%
PH vs INFY
+3,031.0%
+2,859.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +0.4% |
| 7D | +0.4% | -7.2% | +7.6% | +2.1% |
| 30D | -10.8% | -11.2% | +0.4% | -8.5% |
| 3M | +8.5% | -7.4% | +15.9% | +9.5% |
| 6M | +3.9% | -21.3% | +25.2% | +8.3% |
| YTD | +9.4% | -36.2% | +45.6% | +19.0% |
| 1Y | +26.8% | -31.3% | +58.0% | +35.0% |
| 3Y | +140.8% | -31.1% | +171.9% | +155.1% |
| 5Y | +253.8% | -44.9% | +298.6% | +291.9% |
| 10Y | +792.3% | +83.1% | +709.3% | +654.5% |
| All | +5,890.9% | +3,031.0% | +2,859.9% | +3,223.4% |
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 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