-45.4%
INFY vs URI
+208.5%
-253.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.0% |
| 7D | -8.7% | +5.0% | -13.7% | -9.4% |
| 30D | -13.0% | -9.4% | -3.6% | -11.8% |
| 3M | -8.8% | -5.8% | -3.0% | -8.4% |
| 6M | -22.6% | +25.8% | -48.4% | -26.8% |
| YTD | -37.3% | +27.9% | -65.2% | -41.4% |
| 1Y | -33.4% | +9.7% | -43.1% | -35.7% |
| 3Y | -32.3% | +128.0% | -160.3% | -47.1% |
| All | -45.4% | +208.5% | -253.9% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling