+1,842.6%
UMC vs INFY
+80.1%
+1,762.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +1.9% |
| 7D | +9.0% | -5.4% | +14.4% | +10.7% |
| 30D | +17.2% | -9.9% | +27.1% | +20.6% |
| 3M | +11.4% | -4.6% | +16.0% | +10.3% |
| 6M | +137.5% | -18.5% | +156.0% | +147.9% |
| YTD | +193.1% | -36.5% | +229.6% | +233.5% |
| 1Y | +240.3% | -32.8% | +273.1% | +275.7% |
| 3Y | +262.2% | -32.2% | +294.4% | +290.0% |
| 5Y | +143.1% | -44.7% | +187.8% | +181.9% |
| All | +1,842.6% | +80.1% | +1,762.5% | +1,562.7% |
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 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