+134.1%
PSX vs INFY
-31.8%
+165.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | +1.7% | -5.4% | +7.1% | +2.6% |
| 30D | +15.6% | -9.9% | +25.5% | +17.6% |
| 3M | +46.5% | -4.6% | +51.0% | +46.6% |
| 6M | +55.0% | -18.5% | +73.5% | +59.5% |
| YTD | +105.3% | -36.5% | +141.8% | +122.0% |
| 1Y | +101.6% | -32.8% | +134.3% | +112.3% |
| 3Y | +134.1% | -32.2% | +166.3% | +137.5% |
| All | +134.1% | -31.8% | +165.9% | +137.5% |
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