-45.5%
INFY vs STZ
-37.5%
-8.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.0% | -0.5% |
| 7D | -9.8% | -4.1% | -5.7% | -9.1% |
| 30D | -13.4% | -7.6% | -5.8% | -12.2% |
| 3M | -7.2% | -12.3% | +5.1% | -5.3% |
| 6M | -20.6% | -16.3% | -4.3% | -18.6% |
| YTD | -37.5% | -8.4% | -29.1% | -37.4% |
| 1Y | -33.4% | -10.8% | -22.5% | -33.0% |
| 3Y | -32.4% | -49.0% | +16.6% | -23.0% |
| 5Y | -45.5% | -36.5% | -9.0% | -43.3% |
| All | -45.5% | -37.5% | -8.0% | -43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling