-44.6%
INFY vs AZO
+85.8%
-130.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | -5.4% | -3.6% | -1.8% | -4.6% |
| 30D | -9.9% | -5.6% | -4.3% | -8.7% |
| 3M | -4.6% | -6.6% | +2.1% | -3.1% |
| 6M | -18.5% | -22.5% | +4.0% | -14.3% |
| YTD | -36.5% | -15.2% | -21.4% | -34.7% |
| 1Y | -32.8% | -33.9% | +1.2% | -27.0% |
| 3Y | -32.2% | +11.8% | -44.0% | -36.4% |
| All | -44.6% | +85.8% | -130.4% | -59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling