+251.3%
UAL vs INFY
+294.6%
-43.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.2% | +5.7% | +4.4% |
| 7D | +0.7% | -2.9% | +3.6% | +2.3% |
| 30D | -16.1% | -6.2% | -9.9% | -13.1% |
| 3M | +6.1% | -4.9% | +11.0% | +7.0% |
| 6M | +10.8% | -16.6% | +27.4% | +19.3% |
| YTD | -0.4% | -32.9% | +32.5% | +20.3% |
| 1Y | +5.0% | -26.9% | +31.9% | +19.2% |
| 3Y | +124.0% | -26.6% | +150.6% | +148.1% |
| 5Y | +141.0% | -44.1% | +185.0% | +204.8% |
| 10Y | +118.0% | +90.0% | +28.0% | +23.0% |
| All | +251.3% | +294.6% | -43.3% | -3.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling