+277.6%
UNP vs INFY
+80.1%
+197.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -1.9% | -0.9% |
| 7D | -1.8% | -5.4% | +3.6% | -0.3% |
| 30D | -2.7% | -9.9% | +7.1% | 0.0% |
| 3M | +6.5% | -4.6% | +11.1% | +7.0% |
| 6M | +14.4% | -18.5% | +32.8% | +19.6% |
| YTD | +24.8% | -36.5% | +61.3% | +39.8% |
| 1Y | +34.4% | -32.8% | +67.2% | +46.8% |
| 3Y | +43.6% | -32.2% | +75.8% | +53.7% |
| 5Y | +53.2% | -44.7% | +97.9% | +72.0% |
| All | +277.6% | +80.1% | +197.5% | +176.6% |
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