+35.4%
USB vs INFY
-27.0%
+62.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +3.0% | +0.2% |
| 7D | +1.4% | -2.9% | +4.3% | +1.8% |
| 30D | -1.3% | -6.2% | +4.9% | -0.5% |
| 3M | +15.2% | -4.9% | +20.1% | +15.8% |
| 6M | +18.8% | -16.6% | +35.4% | +22.1% |
| YTD | +21.0% | -32.9% | +53.9% | +27.2% |
| All | +35.4% | -27.0% | +62.4% | +37.1% |
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