-0.5%
UNH vs INFY
-44.9%
+44.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.8% | -2.6% |
| 7D | -4.5% | -5.4% | +0.8% | -3.8% |
| 30D | -6.5% | -9.9% | +3.3% | -5.1% |
| 3M | -6.0% | -4.6% | -1.4% | -5.8% |
| 6M | +33.7% | -18.5% | +52.1% | +37.1% |
| YTD | +16.4% | -36.5% | +52.9% | +24.0% |
| 1Y | +10.1% | -32.8% | +42.8% | +15.8% |
| 3Y | -16.3% | -32.2% | +15.9% | -12.9% |
| All | -0.5% | -44.9% | +44.4% | +4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling