-33.1%
INFY vs URI
+125.2%
-158.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -1.9% |
| 7D | -8.7% | +5.0% | -13.7% | -9.0% |
| 30D | -13.0% | -9.4% | -3.6% | -12.4% |
| 3M | -8.8% | -5.8% | -3.0% | -8.6% |
| 6M | -22.6% | +25.8% | -48.4% | -25.3% |
| YTD | -37.3% | +27.9% | -65.2% | -40.1% |
| 1Y | -33.4% | +9.7% | -43.1% | -34.7% |
| All | -33.1% | +125.2% | -158.3% | -45.3% |
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