+1,139.1%
PSX vs INFY
+126.5%
+1,012.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +1.1% |
| 7D | +1.8% | -8.7% | +10.5% | +4.4% |
| 30D | +21.6% | -13.0% | +34.6% | +26.2% |
| 3M | +46.5% | -8.8% | +55.2% | +49.0% |
| 6M | +62.0% | -22.6% | +84.6% | +71.9% |
| YTD | +106.3% | -37.3% | +143.7% | +131.3% |
| 1Y | +103.0% | -33.4% | +136.3% | +121.8% |
| 3Y | +135.5% | -32.3% | +167.8% | +153.0% |
| 5Y | +368.5% | -45.2% | +413.7% | +426.4% |
| 10Y | +386.6% | +80.0% | +306.6% | +277.6% |
| All | +1,139.1% | +126.5% | +1,012.7% | +676.5% |
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 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