+100.0%
UAL vs INFY
+77.5%
+22.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -2.0% | -9.8% | +7.8% | +2.9% |
| 30D | -15.7% | -13.4% | -2.3% | -9.7% |
| 3M | +3.6% | -7.2% | +10.8% | +5.6% |
| 6M | +16.9% | -20.6% | +37.5% | +28.1% |
| YTD | -4.8% | -37.5% | +32.7% | +17.0% |
| 1Y | -0.9% | -33.4% | +32.4% | +16.4% |
| 3Y | +124.5% | -32.4% | +156.9% | +156.0% |
| 5Y | +140.2% | -45.5% | +185.6% | +200.9% |
| All | +100.0% | +77.5% | +22.5% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 10y: compounded portfolio wealth divided by compounded INFY 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…
10y analysis · Full analysis span regression · 6 months rolling