+16.3%
PLD vs INFY
-46.0%
+62.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.5% |
| 7D | -0.7% | -8.7% | +8.0% | +1.7% |
| 30D | -2.2% | -13.0% | +10.7% | +1.4% |
| 3M | -7.4% | -8.8% | +1.4% | -5.7% |
| 6M | +1.9% | -22.6% | +24.5% | +8.4% |
| YTD | +7.9% | -37.3% | +45.2% | +21.7% |
| 1Y | +25.1% | -33.4% | +58.4% | +37.0% |
| 3Y | +21.9% | -32.3% | +54.2% | +28.5% |
| 5Y | +16.3% | -45.2% | +61.5% | +27.0% |
| All | +16.3% | -46.0% | +62.3% | +27.0% |
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