-33.1%
INFY vs URA
+116.4%
-149.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -1.7% |
| 7D | -8.7% | +5.7% | -14.4% | -9.0% |
| 30D | -13.0% | +5.6% | -18.6% | -13.3% |
| 3M | -8.8% | +6.2% | -15.0% | -9.1% |
| 6M | -22.6% | -8.2% | -14.3% | -22.2% |
| YTD | -37.3% | +9.7% | -47.0% | -38.6% |
| 1Y | -33.4% | +17.0% | -50.3% | -35.7% |
| All | -33.1% | +116.4% | -149.5% | -41.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling