+381.7%
USB vs INFY
+3,416.3%
-3,034.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.1% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | +5.8% | +18.5% | -12.6% | +2.2% |
| 3M | -6.0% | +1.1% | -7.1% | -6.5% |
| 6M | +7.8% | +1.0% | +6.7% | +6.5% |
| YTD | +14.6% | -28.3% | +42.9% | +20.4% |
| 1Y | +31.8% | -21.1% | +52.8% | +35.7% |
| 3Y | +91.5% | -19.5% | +111.1% | +96.0% |
| 5Y | +22.0% | -37.5% | +59.6% | +30.3% |
| 10Y | +96.1% | +117.7% | -21.6% | +65.9% |
| All | +381.7% | +3,416.3% | -3,034.6% | +210.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling