+78.9%
INFY vs STZ
-11.3%
+90.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.8% |
| 7D | -5.4% | -4.5% | -0.9% | -4.2% |
| 30D | -9.9% | -8.6% | -1.3% | -7.7% |
| 3M | -4.6% | -13.8% | +9.2% | -1.0% |
| 6M | -18.5% | -17.2% | -1.3% | -14.9% |
| YTD | -36.5% | -9.4% | -27.2% | -35.8% |
| 1Y | -32.8% | -11.9% | -20.9% | -31.7% |
| 3Y | -32.2% | -49.6% | +17.4% | -20.0% |
| 5Y | -44.7% | -37.2% | -7.5% | -39.9% |
| All | +78.9% | -11.3% | +90.2% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling