-37.5%
INFY vs AMRZ
-20.3%
-17.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.1% |
| 7D | -9.8% | -8.1% | -1.6% | -9.2% |
| 30D | -13.4% | -14.8% | +1.4% | -12.4% |
| 3M | -7.2% | -19.7% | +12.5% | -6.2% |
| 6M | -20.6% | -30.8% | +10.2% | -18.9% |
| YTD | -37.5% | -24.3% | -13.2% | -36.6% |
| 1Y | -33.4% | -24.0% | -9.3% | -32.9% |
| All | -37.5% | -20.3% | -17.2% | -37.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling