-26.9%
INFY vs URA
+17.2%
-44.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.2% |
| 7D | -2.9% | +1.1% | -4.0% | -2.9% |
| 30D | -6.2% | +7.4% | -13.6% | -6.0% |
| 3M | -4.9% | -8.4% | +3.5% | -4.2% |
| 6M | -16.6% | -12.7% | -3.9% | -15.9% |
| YTD | -32.9% | +7.8% | -40.7% | -33.0% |
| 1Y | -26.9% | +19.5% | -46.3% | -23.9% |
| All | -26.9% | +17.2% | -44.1% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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