-45.4%
INFY vs Z
-66.0%
+20.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.3% |
| 7D | -9.8% | -11.6% | +1.8% | -7.9% |
| 30D | -13.4% | -8.5% | -4.9% | -12.2% |
| 3M | -7.2% | -7.9% | +0.7% | -6.2% |
| 6M | -20.6% | -29.1% | +8.5% | -16.7% |
| YTD | -37.5% | -54.2% | +16.7% | -30.5% |
| 1Y | -33.4% | -63.5% | +30.2% | -23.9% |
| 3Y | -32.4% | -38.6% | +6.2% | -29.8% |
| All | -45.4% | -66.0% | +20.6% | -46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling