+98.3%
USB vs INFY
-27.8%
+126.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +3.0% | +0.6% |
| 7D | +1.4% | -2.9% | +4.3% | +2.2% |
| 30D | -1.3% | -6.2% | +4.9% | +0.3% |
| 3M | +15.2% | -4.9% | +20.1% | +16.2% |
| 6M | +18.8% | -16.6% | +35.4% | +24.6% |
| YTD | +21.0% | -32.9% | +53.9% | +35.8% |
| 1Y | +34.0% | -26.9% | +60.9% | +43.4% |
| All | +98.3% | -27.8% | +126.1% | +105.1% |
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 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