-23.3%
INFY vs AMRZ
-11.5%
-11.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.2% | -2.6% | +2.1% |
| 7D | +1.2% | +10.3% | -9.1% | +0.5% |
| 30D | +13.8% | +18.7% | -4.9% | +12.3% |
| 3M | -2.9% | -14.6% | +11.8% | -3.0% |
| 6M | +2.2% | -12.9% | +15.0% | +1.7% |
| YTD | -29.8% | -17.4% | -12.5% | -29.2% |
| 1Y | -23.3% | -12.3% | -11.0% | -23.4% |
| All | -23.3% | -11.5% | -11.8% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling