+362.6%
PSX vs INFY
-44.9%
+407.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | +1.7% | -5.4% | +7.1% | +2.8% |
| 30D | +15.6% | -9.9% | +25.5% | +17.9% |
| 3M | +46.5% | -4.6% | +51.0% | +46.8% |
| 6M | +55.0% | -18.5% | +73.5% | +60.2% |
| YTD | +105.3% | -36.5% | +141.8% | +123.6% |
| 1Y | +101.6% | -32.8% | +134.3% | +114.7% |
| 3Y | +134.1% | -32.2% | +166.3% | +145.9% |
| All | +362.6% | -44.9% | +407.4% | +394.8% |
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