+30.6%
UPS vs INFY
-23.6%
+54.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +4.3% |
| 7D | +8.2% | +1.2% | +7.0% | +8.0% |
| 30D | +22.7% | +13.8% | +9.0% | +20.2% |
| 3M | +6.4% | -2.9% | +9.3% | +6.5% |
| 6M | +22.6% | +2.2% | +20.5% | +21.6% |
| YTD | +20.7% | -29.8% | +50.5% | +24.4% |
| 1Y | +30.6% | -23.3% | +53.9% | +28.6% |
| All | +30.6% | -23.6% | +54.2% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling