+46.4%
UBER vs INFY
-31.8%
+78.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.7% |
| 7D | -5.4% | -5.4% | 0.0% | -3.8% |
| 30D | -4.9% | -9.9% | +5.0% | -1.9% |
| 3M | +3.0% | -4.6% | +7.6% | +4.1% |
| 6M | -4.4% | -18.5% | +14.1% | +0.9% |
| YTD | -12.3% | -36.5% | +24.2% | -1.1% |
| 1Y | -24.3% | -32.8% | +8.4% | -17.1% |
| 3Y | +46.4% | -32.2% | +78.6% | +53.0% |
| All | +46.4% | -31.8% | +78.2% | +53.0% |
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 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