+920.1%
INFY vs ZBH
+265.6%
+654.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.6% |
| 7D | -9.8% | -6.6% | -3.2% | -7.6% |
| 30D | -13.4% | -4.9% | -8.5% | -11.9% |
| 3M | -7.2% | +5.1% | -12.3% | -8.8% |
| 6M | -20.6% | +1.3% | -22.0% | -21.4% |
| YTD | -37.5% | +3.4% | -40.8% | -38.7% |
| 1Y | -33.4% | -8.7% | -24.7% | -32.4% |
| 3Y | -32.4% | -21.2% | -11.2% | -29.2% |
| 5Y | -45.5% | -29.2% | -16.3% | -41.8% |
| 10Y | +79.7% | -17.5% | +97.2% | +71.0% |
| All | +920.1% | +265.6% | +654.6% | +503.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling