+225.0%
AZN vs INFY
+91.9%
+133.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.8% | -2.5% | +1.3% |
| 7D | +0.7% | -0.9% | +1.5% | +0.8% |
| 30D | +4.7% | -4.1% | +8.7% | +5.5% |
| 3M | -8.4% | -1.2% | -7.2% | -8.5% |
| 6M | -13.8% | -10.7% | -3.1% | -12.5% |
| YTD | -10.0% | -33.5% | +23.5% | -3.6% |
| 1Y | +4.0% | -29.1% | +33.1% | +9.6% |
| 3Y | +27.4% | -29.6% | +57.0% | +32.4% |
| 5Y | +61.3% | -42.1% | +103.4% | +72.4% |
| 10Y | +225.0% | +92.5% | +132.5% | +153.0% |
| All | +225.0% | +91.9% | +133.1% | +153.0% |
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 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