-33.2%
INFY vs STZ
-49.0%
+15.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.0% | -0.4% |
| 7D | -9.8% | -4.1% | -5.7% | -9.4% |
| 30D | -13.4% | -7.6% | -5.8% | -12.8% |
| 3M | -7.2% | -12.3% | +5.1% | -6.4% |
| 6M | -20.6% | -16.3% | -4.3% | -19.8% |
| YTD | -37.5% | -8.4% | -29.1% | -37.6% |
| 1Y | -33.4% | -10.8% | -22.5% | -33.4% |
| All | -33.2% | -49.0% | +15.8% | -30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling