+33.0%
USB vs INFY
-24.5%
+57.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.6% |
| 7D | +0.8% | -1.1% | +1.9% | +0.9% |
| 30D | +6.8% | +15.5% | -8.7% | +4.9% |
| 3M | -3.8% | -1.1% | -2.7% | -3.8% |
| 6M | +11.7% | -1.3% | +13.1% | +11.7% |
| YTD | +17.5% | -29.0% | +46.5% | +21.2% |
| All | +33.0% | -24.5% | +57.5% | +31.6% |
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