+165.6%
ZTS vs INFY
+137.2%
+28.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.2% |
| 7D | -3.8% | -8.7% | +4.9% | -1.1% |
| 30D | -2.0% | -13.0% | +10.9% | +2.1% |
| 3M | -10.2% | -8.8% | -1.4% | -8.3% |
| 6M | -39.4% | -22.6% | -16.8% | -35.2% |
| YTD | -40.8% | -37.3% | -3.5% | -32.9% |
| 1Y | -50.1% | -33.4% | -16.8% | -44.9% |
| 3Y | -58.9% | -32.3% | -26.6% | -55.6% |
| 5Y | -62.4% | -45.2% | -17.1% | -57.1% |
| 10Y | +58.8% | +80.0% | -21.2% | +23.7% |
| All | +165.6% | +137.2% | +28.4% | +94.7% |
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