-36.6%
INFY vs AMRZ
-20.1%
-16.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | -5.4% | -7.5% | +2.1% | -4.8% |
| 30D | -9.9% | -12.4% | +2.6% | -9.0% |
| 3M | -4.6% | -22.4% | +17.8% | -3.3% |
| 6M | -18.5% | -29.5% | +11.1% | -16.8% |
| YTD | -36.5% | -24.1% | -12.4% | -35.7% |
| 1Y | -32.8% | -26.3% | -6.5% | -32.0% |
| All | -36.6% | -20.1% | -16.5% | -36.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling