-23.3%
INFY vs SU
+88.1%
-111.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.5% | +7.1% | +2.6% |
| 7D | +1.2% | -7.1% | +8.3% | +1.3% |
| 30D | +13.8% | +4.8% | +9.0% | +13.6% |
| 3M | -2.9% | +12.5% | -15.4% | -2.9% |
| 6M | +2.2% | +6.5% | -4.3% | +0.7% |
| YTD | -29.8% | +65.8% | -95.6% | -35.5% |
| 1Y | -23.3% | +86.2% | -109.4% | -30.1% |
| All | -23.3% | +88.1% | -111.4% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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