+2,396.4%
INFY vs STZ
+2,107.0%
+289.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.6% | +0.7% | -3.4% |
| 7D | -7.2% | -7.4% | +0.1% | -5.4% |
| 30D | -11.2% | -10.9% | -0.3% | -8.5% |
| 3M | -7.4% | -13.4% | +6.0% | -4.0% |
| 6M | -21.3% | -16.2% | -5.1% | -18.0% |
| YTD | -36.2% | -10.4% | -25.7% | -35.1% |
| 1Y | -31.3% | -14.8% | -16.5% | -29.4% |
| 3Y | -31.1% | -50.1% | +19.1% | -19.7% |
| 5Y | -44.9% | -38.8% | -6.1% | -39.7% |
| 10Y | +83.1% | -14.1% | +97.2% | +76.4% |
| All | +2,396.4% | +2,107.0% | +289.4% | +1,165.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling