+913.6%
AZN vs INFY
+3,014.1%
-2,100.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.1% | +0.2% |
| 7D | -1.6% | -5.4% | +3.8% | -0.9% |
| 30D | +1.1% | -9.9% | +10.9% | +2.3% |
| 3M | -12.1% | -4.6% | -7.6% | -11.8% |
| 6M | -17.1% | -18.5% | +1.3% | -15.5% |
| YTD | -12.0% | -36.5% | +24.6% | -7.8% |
| 1Y | -0.2% | -32.8% | +32.5% | +3.6% |
| 3Y | +26.8% | -32.2% | +59.0% | +30.7% |
| 5Y | +56.9% | -44.7% | +101.6% | +64.4% |
| 10Y | +226.7% | +82.3% | +144.4% | +195.7% |
| All | +913.6% | +3,014.1% | -2,100.5% | +572.9% |
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