-44.6%
INFY vs ZBH
-28.6%
-16.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +1.2% |
| 7D | -5.4% | -4.7% | -0.7% | -4.3% |
| 30D | -9.9% | -4.5% | -5.4% | -8.8% |
| 3M | -4.6% | +7.6% | -12.1% | -6.1% |
| 6M | -18.5% | +0.3% | -18.7% | -18.7% |
| YTD | -36.5% | +4.5% | -41.1% | -37.4% |
| 1Y | -32.8% | -9.4% | -23.4% | -31.8% |
| 3Y | -32.2% | -21.5% | -10.7% | -29.4% |
| All | -44.6% | -28.6% | -16.0% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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