+7,472.2%
UNH vs INFY
+2,969.1%
+4,503.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -3.2% | -9.8% | +6.6% | -1.8% |
| 30D | -3.5% | -13.4% | +10.0% | -1.6% |
| 3M | -4.2% | -7.2% | +3.1% | -3.5% |
| 6M | +38.3% | -20.6% | +58.9% | +42.1% |
| YTD | +19.2% | -37.5% | +56.7% | +26.3% |
| 1Y | +15.0% | -33.4% | +48.3% | +20.5% |
| 3Y | -14.5% | -32.4% | +17.9% | -11.2% |
| 5Y | +4.6% | -45.5% | +50.1% | +11.0% |
| 10Y | +241.1% | +79.7% | +161.5% | +205.6% |
| All | +7,472.2% | +2,969.1% | +4,503.1% | +6,126.0% |
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