+161.4%
MTZ vs INFY
-45.7%
+207.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | 0.0% | -9.8% | +9.7% | +1.9% |
| 30D | -14.8% | -13.4% | -1.4% | -12.6% |
| 3M | -30.8% | -7.2% | -23.6% | -30.8% |
| 6M | -22.6% | -20.6% | -2.0% | -19.3% |
| YTD | +6.8% | -37.5% | +44.3% | +20.7% |
| 1Y | +22.1% | -33.4% | +55.5% | +33.2% |
| 3Y | +153.1% | -32.4% | +185.5% | +169.1% |
| 5Y | +161.4% | -45.5% | +206.9% | +196.2% |
| All | +161.4% | -45.7% | +207.1% | +196.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling