+102.2%
USO vs INFY
-23.6%
+125.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.6% | -10.7% | -7.6% |
| 7D | -12.7% | +1.2% | -13.9% | -12.4% |
| 30D | +1.0% | +13.8% | -12.8% | +3.3% |
| 3M | +25.6% | -2.9% | +28.4% | +24.8% |
| 6M | -1.5% | +2.2% | -3.7% | -0.1% |
| YTD | +110.3% | -29.8% | +140.1% | +100.4% |
| 1Y | +102.2% | -23.3% | +125.4% | +93.5% |
| All | +102.2% | -23.6% | +125.7% | +93.5% |
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