-19.4%
INFY vs URI
+153.1%
-172.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.1% |
| 7D | -1.7% | +6.7% | -8.4% | -2.0% |
| 30D | +7.1% | +8.9% | -1.8% | +6.4% |
| 3M | -1.0% | +0.5% | -1.5% | -1.2% |
| 6M | +5.9% | +20.7% | -14.8% | +3.5% |
| YTD | -29.5% | +40.0% | -69.6% | -33.0% |
| 1Y | -26.0% | +34.4% | -60.4% | -29.2% |
| 3Y | -19.4% | +149.5% | -168.9% | -33.6% |
| All | -19.4% | +153.1% | -172.5% | -33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling