+218.5%
PWR vs INFY
-31.8%
+250.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.7% | +5.1% |
| 7D | +4.2% | -5.4% | +9.6% | +4.5% |
| 30D | -4.0% | -9.9% | +5.8% | -3.5% |
| 3M | -4.8% | -4.6% | -0.2% | -5.1% |
| 6M | +14.6% | -18.5% | +33.1% | +17.4% |
| YTD | +54.2% | -36.5% | +90.8% | +68.2% |
| 1Y | +67.1% | -32.8% | +99.9% | +76.6% |
| 3Y | +218.5% | -32.2% | +250.7% | +232.0% |
| All | +218.5% | -31.8% | +250.2% | +232.0% |
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 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