+53.0%
USAR vs INFY
-31.8%
+84.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.0% |
| 7D | -11.6% | -5.4% | -6.3% | -11.8% |
| 30D | -15.5% | -9.9% | -5.6% | -15.7% |
| 3M | -31.0% | -4.6% | -26.5% | -30.9% |
| 6M | -26.2% | -18.5% | -7.8% | -25.1% |
| YTD | +30.8% | -36.5% | +67.3% | +34.8% |
| 1Y | +7.1% | -32.8% | +39.8% | +10.4% |
| 3Y | +53.0% | -32.2% | +85.2% | +62.4% |
| All | +53.0% | -31.8% | +84.8% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling