+773.5%
PM vs INFY
+322.9%
+450.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.9% | +6.1% | +2.3% |
| 7D | -1.3% | -7.2% | +6.0% | +0.3% |
| 30D | -2.6% | -11.2% | +8.6% | -0.1% |
| 3M | +5.8% | -7.4% | +13.2% | +7.1% |
| 6M | +10.6% | -21.3% | +31.8% | +15.3% |
| YTD | +17.2% | -36.2% | +53.4% | +27.4% |
| 1Y | +17.6% | -31.3% | +48.9% | +25.1% |
| 3Y | +124.3% | -31.1% | +155.3% | +134.1% |
| 5Y | +125.1% | -44.9% | +169.9% | +143.6% |
| 10Y | +198.6% | +83.1% | +115.5% | +127.8% |
| All | +773.5% | +322.9% | +450.7% | +331.3% |
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