+228.4%
UNH vs INFY
+80.1%
+148.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.8% | -2.8% |
| 7D | -4.5% | -5.4% | +0.8% | -3.1% |
| 30D | -6.5% | -9.9% | +3.3% | -4.0% |
| 3M | -6.0% | -4.6% | -1.4% | -5.6% |
| 6M | +33.7% | -18.5% | +52.1% | +39.8% |
| YTD | +16.4% | -36.5% | +52.9% | +30.3% |
| 1Y | +10.1% | -32.8% | +42.8% | +20.4% |
| 3Y | -16.3% | -32.2% | +15.9% | -10.7% |
| 5Y | +2.1% | -44.7% | +46.8% | +14.1% |
| All | +228.4% | +80.1% | +148.3% | +127.5% |
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