+217.2%
UPS vs INFY
+560.6%
-343.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -1.0% |
| 7D | -3.7% | -8.7% | +5.0% | -2.3% |
| 30D | -3.7% | -13.0% | +9.2% | -1.6% |
| 3M | -6.6% | -8.8% | +2.2% | -5.5% |
| 6M | +2.6% | -22.6% | +25.1% | +6.2% |
| YTD | +4.8% | -37.3% | +42.1% | +11.9% |
| 1Y | +25.3% | -33.4% | +58.6% | +32.2% |
| 3Y | -26.9% | -32.3% | +5.4% | -23.5% |
| 5Y | -33.5% | -45.2% | +11.7% | -28.5% |
| 10Y | +36.1% | +80.0% | -43.9% | +21.0% |
| All | +217.2% | +560.6% | -343.4% | +122.8% |
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