+77.2%
INFY vs Z
+17.0%
+60.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.4% | +1.6% | -3.8% |
| 7D | -7.2% | -3.3% | -4.0% | -6.7% |
| 30D | -11.2% | -3.7% | -7.5% | -10.7% |
| 3M | -7.4% | -7.0% | -0.4% | -6.5% |
| 6M | -21.3% | -29.5% | +8.3% | -17.1% |
| YTD | -36.2% | -52.6% | +16.4% | -28.8% |
| 1Y | -31.3% | -64.0% | +32.7% | -20.3% |
| 3Y | -31.1% | -36.4% | +5.4% | -28.8% |
| 5Y | -44.9% | -65.8% | +20.9% | -40.5% |
| 10Y | +83.1% | -5.8% | +88.9% | +54.1% |
| All | +77.2% | +17.0% | +60.1% | +44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling