+2,521.4%
PWR vs INFY
+80.1%
+2,441.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.7% | +4.7% |
| 7D | +4.2% | -5.4% | +9.6% | +5.8% |
| 30D | -4.0% | -9.9% | +5.8% | -1.3% |
| 3M | -4.8% | -4.6% | -0.2% | -5.2% |
| 6M | +14.6% | -18.5% | +33.1% | +19.3% |
| YTD | +54.2% | -36.5% | +90.8% | +74.4% |
| 1Y | +67.1% | -32.8% | +99.9% | +83.3% |
| 3Y | +218.5% | -32.2% | +250.7% | +242.8% |
| 5Y | +466.3% | -44.7% | +511.0% | +550.6% |
| All | +2,521.4% | +80.1% | +2,441.4% | +1,816.5% |
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 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