+109.7%
USB vs INFY
+87.7%
+22.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +3.0% | +1.0% |
| 7D | +1.4% | -2.9% | +4.3% | +2.5% |
| 30D | -1.3% | -6.2% | +4.9% | +0.9% |
| 3M | +15.2% | -4.9% | +20.1% | +16.2% |
| 6M | +18.8% | -16.6% | +35.4% | +25.3% |
| YTD | +21.0% | -32.9% | +53.9% | +38.1% |
| 1Y | +34.0% | -26.9% | +60.9% | +46.4% |
| 3Y | +95.3% | -26.6% | +121.9% | +110.0% |
| 5Y | +40.4% | -44.1% | +84.4% | +65.9% |
| All | +109.7% | +87.7% | +22.0% | +47.4% |
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 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