+239.5%
ZETA vs INFY
-35.7%
+275.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -2.2% |
| 7D | -3.7% | -5.4% | +1.7% | -0.3% |
| 30D | +5.7% | -9.9% | +15.6% | +12.9% |
| 3M | +50.4% | -4.6% | +55.0% | +53.2% |
| 6M | +65.5% | -18.5% | +83.9% | +87.3% |
| YTD | +48.3% | -36.5% | +84.8% | +94.9% |
| 1Y | +45.4% | -32.8% | +78.1% | +81.9% |
| 3Y | +270.8% | -32.2% | +303.0% | +352.7% |
| 5Y | +336.1% | -44.7% | +380.8% | +488.9% |
| All | +239.5% | -35.7% | +275.2% | +403.8% |
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 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