+89.2%
USB vs INFY
+117.5%
-28.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.9% |
| 7D | +0.8% | -1.1% | +1.9% | +1.0% |
| 30D | +6.8% | +15.5% | -8.7% | +0.7% |
| 3M | -3.8% | -1.1% | -2.7% | -4.2% |
| 6M | +11.7% | -1.3% | +13.1% | +10.0% |
| YTD | +17.5% | -29.0% | +46.5% | +30.6% |
| 1Y | +33.8% | -23.3% | +57.0% | +43.2% |
| 3Y | +104.2% | -17.8% | +122.0% | +108.8% |
| 5Y | +26.4% | -39.4% | +65.8% | +44.6% |
| 10Y | +89.2% | +123.2% | -34.0% | +24.9% |
| All | +89.2% | +117.5% | -28.3% | +24.9% |
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