+160.2%
INFY vs UUUU
-92.5%
+252.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +0.2% |
| 7D | -9.8% | -5.0% | -4.7% | -9.5% |
| 30D | -13.4% | -7.8% | -5.6% | -13.1% |
| 3M | -7.2% | -0.4% | -6.8% | -7.7% |
| 6M | -20.6% | -32.9% | +12.3% | -19.5% |
| YTD | -37.5% | -6.3% | -31.2% | -38.5% |
| 1Y | -33.4% | +7.9% | -41.3% | -35.6% |
| 3Y | -32.4% | +85.2% | -117.6% | -38.6% |
| 5Y | -45.5% | +97.0% | -142.4% | -52.0% |
| 10Y | +79.7% | +492.6% | -412.9% | +37.9% |
| All | +160.2% | -92.5% | +252.7% | +110.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling