+24.6%
USB vs INFY
-41.2%
+65.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +1.2% | -4.0% | +5.2% | +2.5% |
| 30D | +6.3% | +7.8% | -1.5% | +3.4% |
| 3M | -6.1% | +0.1% | -6.2% | -6.8% |
| 6M | +13.0% | +4.2% | +8.8% | +9.4% |
| YTD | +16.6% | -29.5% | +46.1% | +29.7% |
| 1Y | +31.1% | -26.5% | +57.7% | +42.4% |
| 3Y | +100.9% | -19.8% | +120.7% | +105.9% |
| All | +24.6% | -41.2% | +65.8% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling