+244.8%
UAL vs INFY
+314.5%
-69.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -3.0% | -1.7% | -1.4% | -2.1% |
| 30D | +10.5% | +7.1% | +3.4% | +5.6% |
| 3M | -13.5% | -1.0% | -12.5% | -14.2% |
| 6M | +14.2% | +5.9% | +8.4% | +6.1% |
| YTD | -2.2% | -29.5% | +27.3% | +13.4% |
| 1Y | +12.5% | -26.0% | +38.5% | +25.7% |
| 3Y | +186.8% | -19.4% | +206.2% | +198.0% |
| 5Y | +119.4% | -40.9% | +160.3% | +167.6% |
| 10Y | +81.4% | +121.9% | -40.4% | -7.6% |
| All | +244.8% | +314.5% | -69.7% | -9.1% |
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 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