-44.6%
INFY vs ZCMD
-100.0%
+55.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.0% | +8.5% | +1.4% |
| 7D | -5.4% | -5.4% | 0.0% | -5.4% |
| 30D | -9.9% | -24.8% | +14.9% | -10.0% |
| 3M | -4.6% | -62.8% | +58.2% | -4.0% |
| 6M | -18.5% | -99.5% | +81.1% | -15.8% |
| YTD | -36.5% | -99.8% | +63.2% | -34.0% |
| 1Y | -32.8% | -99.9% | +67.2% | -29.3% |
| 3Y | -32.2% | -100.0% | +67.8% | -25.8% |
| All | -44.6% | -100.0% | +55.4% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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