+25.3%
VZ vs INFY
-46.0%
+71.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -1.2% |
| 7D | -1.0% | -8.7% | +7.7% | -0.4% |
| 30D | +5.8% | -13.0% | +18.7% | +6.7% |
| 3M | +10.5% | -8.8% | +19.3% | +10.9% |
| 6M | +1.8% | -22.6% | +24.3% | +2.9% |
| YTD | +28.3% | -37.3% | +65.6% | +31.2% |
| 1Y | +22.0% | -33.4% | +55.3% | +23.9% |
| 3Y | +81.8% | -32.3% | +114.2% | +82.6% |
| 5Y | +25.3% | -45.2% | +70.6% | +24.8% |
| All | +25.3% | -46.0% | +71.4% | +24.8% |
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