+115.0%
UMC vs INFY
-23.6%
+138.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -1.4% |
| 7D | -14.7% | +1.2% | -15.9% | -14.3% |
| 30D | -32.9% | +13.8% | -46.6% | -30.8% |
| 3M | -22.2% | -2.9% | -19.3% | -22.3% |
| 6M | +25.9% | +2.2% | +23.7% | +29.8% |
| YTD | +107.9% | -29.8% | +137.7% | +120.9% |
| 1Y | +115.0% | -23.3% | +138.3% | +117.7% |
| All | +115.0% | -23.6% | +138.6% | +117.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling