+274.5%
UMC vs INFY
+340.1%
-65.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +1.7% |
| 7D | +9.0% | -5.4% | +14.4% | +11.5% |
| 30D | +17.2% | -9.9% | +27.1% | +22.3% |
| 3M | +11.4% | -4.6% | +16.0% | +9.8% |
| 6M | +137.5% | -18.5% | +156.0% | +149.7% |
| YTD | +193.1% | -36.5% | +229.6% | +241.6% |
| 1Y | +240.3% | -32.8% | +273.1% | +283.0% |
| 3Y | +262.2% | -32.2% | +294.4% | +296.7% |
| 5Y | +143.1% | -44.7% | +187.8% | +191.7% |
| 10Y | +1,853.0% | +82.3% | +1,770.7% | +1,132.2% |
| All | +274.5% | +340.1% | -65.6% | +10.3% |
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