-47.6%
INFY vs MSTZ
-99.1%
+51.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.8% | +5.2% | +1.4% |
| 7D | -5.4% | +17.0% | -22.4% | -4.9% |
| 30D | -9.9% | -61.8% | +51.9% | -11.8% |
| 3M | -4.6% | -54.6% | +50.0% | -5.5% |
| 6M | -18.5% | -59.3% | +40.8% | -19.1% |
| YTD | -36.5% | -74.6% | +38.0% | -37.0% |
| 1Y | -32.8% | -18.8% | -13.9% | -29.9% |
| All | -47.6% | -99.1% | +51.5% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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