-23.3%
INFY vs OUST
+11.1%
-34.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +15.7% | -13.1% | +3.5% |
| 7D | +1.2% | -0.2% | +1.4% | +1.3% |
| 30D | +13.8% | -24.0% | +37.7% | +12.6% |
| 3M | -2.9% | -29.9% | +27.0% | -3.9% |
| 6M | +2.2% | +19.1% | -17.0% | -0.2% |
| YTD | -29.8% | +55.0% | -84.8% | -33.3% |
| 1Y | -23.3% | +21.2% | -44.5% | -26.1% |
| All | -23.3% | +11.1% | -34.3% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 1y: compounded portfolio wealth divided by compounded OUST 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…
1y analysis · Full analysis span regression · 6 months rolling