-32.8%
INFY vs URI
+5.3%
-38.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -5.4% | -2.1% | -3.3% | -5.6% |
| 30D | -9.9% | -12.4% | +2.6% | -11.1% |
| 3M | -4.6% | -7.3% | +2.7% | -5.2% |
| 6M | -18.5% | +27.2% | -45.7% | -18.0% |
| YTD | -36.5% | +23.0% | -59.5% | -36.6% |
| 1Y | -32.8% | +3.9% | -36.7% | -32.5% |
| All | -32.8% | +5.3% | -38.0% | -32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling