+78.9%
INFY vs Z
-2.5%
+81.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.0% | -2.5% | +0.8% |
| 7D | -5.4% | -6.0% | +0.7% | -4.4% |
| 30D | -9.9% | -2.3% | -7.6% | -9.6% |
| 3M | -4.6% | -0.6% | -4.0% | -4.6% |
| 6M | -18.5% | -27.6% | +9.2% | -14.5% |
| YTD | -36.5% | -52.4% | +15.8% | -29.2% |
| 1Y | -32.8% | -63.6% | +30.8% | -22.0% |
| 3Y | -32.2% | -36.4% | +4.2% | -30.0% |
| 5Y | -44.7% | -64.6% | +19.9% | -40.6% |
| All | +78.9% | -2.5% | +81.3% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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