-26.9%
INFY vs UMAC
+164.0%
-190.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.2% | -3.3% |
| 7D | -2.9% | -0.9% | -2.0% | -2.9% |
| 30D | -6.2% | -7.7% | +1.4% | -6.2% |
| 3M | -4.9% | -26.4% | +21.5% | -4.1% |
| 6M | -16.6% | +61.9% | -78.4% | -15.4% |
| YTD | -32.9% | +86.5% | -119.4% | -31.8% |
| 1Y | -26.9% | +156.3% | -183.2% | -22.4% |
| All | -26.9% | +164.0% | -190.9% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UMAC.
Daily Out/Under-Performance
Portfolio return minus UMAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMAC 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 UMAC 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