+344.5%
ZETA vs INFY
-44.9%
+389.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.1% |
| 3M | +50.4% | -4.6% | +55.0% | +53.2% |
| 6M | +65.5% | -18.5% | +83.9% | +87.8% |
| YTD | +48.3% | -36.5% | +84.8% | +96.4% |
| 1Y | +45.4% | -32.8% | +78.1% | +82.9% |
| 3Y | +270.8% | -32.2% | +303.0% | +353.4% |
| All | +344.5% | -44.9% | +389.3% | +515.4% |
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