+2,524.3%
INFY vs URI
+3,396.7%
-872.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.6% | -4.8% | -3.6% |
| 7D | -2.9% | -2.0% | -0.9% | -2.5% |
| 30D | -6.2% | -12.9% | +6.7% | -3.7% |
| 3M | -4.9% | -6.7% | +1.8% | -4.2% |
| 6M | -16.6% | +19.0% | -35.6% | -21.1% |
| YTD | -32.9% | +25.5% | -58.5% | -37.7% |
| 1Y | -26.9% | +5.5% | -32.4% | -29.6% |
| 3Y | -26.6% | +111.3% | -137.9% | -40.7% |
| 5Y | -44.1% | +198.6% | -242.6% | -59.1% |
| 10Y | +90.0% | +1,179.9% | -1,089.9% | -7.0% |
| All | +2,524.3% | +3,396.7% | -872.5% | +562.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling