+378.1%
PSX vs INFY
+80.1%
+298.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | -0.1% |
| 7D | +1.7% | -5.4% | +7.1% | +3.5% |
| 30D | +15.6% | -9.9% | +25.5% | +19.3% |
| 3M | +46.5% | -4.6% | +51.0% | +47.1% |
| 6M | +55.0% | -18.5% | +73.5% | +63.3% |
| YTD | +105.3% | -36.5% | +141.8% | +134.0% |
| 1Y | +101.6% | -32.8% | +134.3% | +122.9% |
| 3Y | +134.1% | -32.2% | +166.3% | +153.0% |
| 5Y | +368.7% | -44.7% | +413.4% | +434.1% |
| All | +378.1% | +80.1% | +298.0% | +234.0% |
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 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