-32.2%
INFY vs ZBRA
+35.9%
-68.1%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.4% | +1.1% |
| 7D | -5.4% | -3.4% | -2.0% | -4.7% |
| 30D | -9.9% | -7.4% | -2.5% | -8.5% |
| 3M | -4.6% | +57.5% | -62.1% | -13.6% |
| 6M | -18.5% | +64.0% | -82.4% | -27.1% |
| YTD | -36.5% | +44.3% | -80.8% | -42.1% |
| 1Y | -32.8% | +10.9% | -43.6% | -35.1% |
| 3Y | -32.2% | +37.5% | -69.7% | -42.8% |
| All | -32.2% | +35.9% | -68.1% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling