-32.2%
INFY vs AZO
+10.0%
-42.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | -5.4% | -3.6% | -1.8% | -4.8% |
| 30D | -9.9% | -5.6% | -4.3% | -9.0% |
| 3M | -4.6% | -6.6% | +2.1% | -3.5% |
| 6M | -18.5% | -22.5% | +4.0% | -16.2% |
| YTD | -36.5% | -15.2% | -21.4% | -35.4% |
| 1Y | -32.8% | -33.9% | +1.2% | -29.5% |
| 3Y | -32.2% | +11.8% | -44.0% | -34.7% |
| All | -32.2% | +10.0% | -42.3% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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