-44.6%
INFY vs URA
+91.2%
-135.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.3% | +4.7% | +1.9% |
| 7D | -5.4% | -5.5% | +0.1% | -4.8% |
| 30D | -9.9% | -3.7% | -6.2% | -9.6% |
| 3M | -4.6% | -2.9% | -1.7% | -4.6% |
| 6M | -18.5% | -15.2% | -3.2% | -17.4% |
| YTD | -36.5% | +1.9% | -38.4% | -38.1% |
| 1Y | -32.8% | +6.9% | -39.7% | -35.6% |
| 3Y | -32.2% | +99.6% | -131.8% | -44.3% |
| All | -44.6% | +91.2% | -135.8% | -56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling