+129.0%
INFY vs URI
+1,173.3%
-1,044.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.2% |
| 7D | -1.7% | +6.7% | -8.4% | -3.0% |
| 30D | +7.1% | +8.9% | -1.8% | +5.0% |
| 3M | -1.0% | +0.5% | -1.5% | -1.6% |
| 6M | +5.9% | +20.7% | -14.8% | +0.7% |
| YTD | -29.5% | +40.0% | -69.6% | -36.1% |
| 1Y | -26.0% | +34.4% | -60.4% | -32.2% |
| 3Y | -19.4% | +149.5% | -168.9% | -37.9% |
| 5Y | -40.9% | +205.6% | -246.5% | -57.9% |
| All | +129.0% | +1,173.3% | -1,044.4% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling