+242.2%
ZETA vs INFY
-36.5%
+278.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | 0.0% |
| 7D | -0.1% | -8.7% | +8.6% | +5.9% |
| 30D | +10.5% | -13.0% | +23.4% | +20.7% |
| 3M | +44.3% | -8.8% | +53.1% | +51.5% |
| 6M | +59.4% | -22.6% | +82.0% | +86.6% |
| YTD | +49.5% | -37.3% | +86.8% | +98.1% |
| 1Y | +62.7% | -33.4% | +96.0% | +104.8% |
| 3Y | +274.6% | -32.3% | +306.9% | +357.7% |
| 5Y | +349.3% | -45.2% | +394.6% | +511.9% |
| All | +242.2% | -36.5% | +278.7% | +412.1% |
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