-32.2%
INFY vs UUUU
+74.5%
-106.7%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.0% | +6.5% | +1.5% |
| 7D | -5.4% | -10.5% | +5.1% | -5.4% |
| 30D | -9.9% | -10.5% | +0.7% | -9.8% |
| 3M | -4.6% | -14.1% | +9.6% | -4.4% |
| 6M | -18.5% | -35.5% | +17.0% | -18.1% |
| YTD | -36.5% | -10.9% | -25.6% | -37.1% |
| 1Y | -32.8% | +3.4% | -36.1% | -33.8% |
| 3Y | -32.2% | +73.1% | -105.3% | -36.0% |
| All | -32.2% | +74.5% | -106.7% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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