+140.2%
UAL vs INFY
-45.7%
+185.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -2.0% | -9.8% | +7.8% | +1.8% |
| 30D | -15.7% | -13.4% | -2.3% | -11.1% |
| 3M | +3.6% | -7.2% | +10.8% | +5.3% |
| 6M | +16.9% | -20.6% | +37.5% | +26.3% |
| YTD | -4.8% | -37.5% | +32.7% | +13.2% |
| 1Y | -0.9% | -33.4% | +32.4% | +13.2% |
| 3Y | +124.5% | -32.4% | +156.9% | +150.2% |
| 5Y | +140.2% | -45.5% | +185.6% | +191.7% |
| All | +140.2% | -45.7% | +185.8% | +191.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling