+186.8%
UAL vs INFY
-18.9%
+205.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -3.0% | -1.7% | -1.4% | -2.6% |
| 30D | +10.5% | +7.1% | +3.4% | +7.9% |
| 3M | -13.5% | -1.0% | -12.5% | -13.6% |
| 6M | +14.2% | +5.9% | +8.4% | +9.9% |
| YTD | -2.2% | -29.5% | +27.3% | +10.7% |
| 1Y | +12.5% | -26.0% | +38.5% | +23.0% |
| 3Y | +186.8% | -19.4% | +206.2% | +187.9% |
| All | +186.8% | -18.9% | +205.7% | +187.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling