-44.6%
INFY vs ZBRA
-40.4%
-4.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.4% | +1.0% |
| 7D | -5.4% | -3.4% | -2.0% | -4.6% |
| 30D | -9.9% | -7.4% | -2.5% | -8.3% |
| 3M | -4.6% | +57.5% | -62.1% | -15.0% |
| 6M | -18.5% | +64.0% | -82.4% | -28.5% |
| YTD | -36.5% | +44.3% | -80.8% | -43.0% |
| 1Y | -32.8% | +10.9% | -43.6% | -35.7% |
| 3Y | -32.2% | +37.5% | -69.7% | -41.1% |
| All | -44.6% | -40.4% | -4.2% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling