+766.7%
MTZ vs INFY
+80.1%
+686.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.1% | +3.1% |
| 7D | +1.4% | -5.4% | +6.7% | +3.1% |
| 30D | -14.5% | -9.9% | -4.6% | -11.9% |
| 3M | -32.9% | -4.6% | -28.4% | -33.5% |
| 6M | -20.8% | -18.5% | -2.4% | -17.6% |
| YTD | +10.6% | -36.5% | +47.1% | +26.3% |
| 1Y | +27.1% | -32.8% | +59.8% | +40.4% |
| 3Y | +166.1% | -32.2% | +198.3% | +187.8% |
| 5Y | +170.7% | -44.7% | +215.3% | +213.8% |
| All | +766.7% | +80.1% | +686.6% | +543.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 10y: compounded portfolio wealth divided by compounded INFY 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…
10y analysis · Full analysis span regression · 6 months rolling