+1,554.8%
MTZ vs INFY
+3,191.3%
-1,636.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +3.0% |
| 7D | -1.6% | -2.9% | +1.3% | -0.8% |
| 30D | -11.1% | -6.2% | -4.8% | -9.7% |
| 3M | -36.7% | -4.9% | -31.8% | -36.9% |
| 6M | -21.9% | -16.6% | -5.4% | -20.1% |
| YTD | +9.1% | -32.9% | +42.0% | +18.1% |
| 1Y | +30.0% | -26.9% | +56.8% | +36.6% |
| 3Y | +138.5% | -26.6% | +165.0% | +148.6% |
| 5Y | +158.3% | -44.1% | +202.4% | +188.3% |
| 10Y | +700.8% | +90.0% | +610.8% | +524.8% |
| All | +1,554.8% | +3,191.3% | -1,636.5% | +634.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling