+72.4%
UBER vs INFY
+32.2%
+40.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.9% |
| 7D | -5.4% | -5.4% | 0.0% | -2.8% |
| 30D | -4.9% | -9.9% | +5.0% | -0.1% |
| 3M | +3.0% | -4.6% | +7.6% | +4.5% |
| 6M | -4.4% | -18.5% | +14.1% | +4.3% |
| YTD | -12.3% | -36.5% | +24.2% | +7.6% |
| 1Y | -24.3% | -32.8% | +8.4% | -11.3% |
| 3Y | +46.4% | -32.2% | +78.6% | +64.2% |
| 5Y | +79.7% | -44.7% | +124.3% | +125.7% |
| All | +72.4% | +32.2% | +40.2% | +18.0% |
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