+76.3%
INFY vs URI
+1,233.8%
-1,157.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | +0.5% |
| 7D | -9.8% | -0.5% | -9.3% | -9.7% |
| 30D | -13.4% | -13.4% | -0.1% | -11.3% |
| 3M | -7.2% | -6.2% | -1.0% | -6.8% |
| 6M | -20.6% | +28.0% | -48.6% | -25.7% |
| YTD | -37.5% | +23.0% | -60.4% | -41.4% |
| 1Y | -33.4% | +5.5% | -38.9% | -35.7% |
| 3Y | -32.4% | +119.2% | -151.6% | -45.8% |
| 5Y | -45.5% | +201.0% | -246.5% | -60.3% |
| All | +76.3% | +1,233.8% | -1,157.5% | +1.9% |
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