+2,383.0%
INFY vs SU
+3,047.8%
-664.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -5.4% | +2.2% | -7.6% | -5.9% |
| 30D | -9.9% | +8.4% | -18.3% | -11.8% |
| 3M | -4.6% | +12.1% | -16.7% | -7.7% |
| 6M | -18.5% | +19.7% | -38.1% | -22.9% |
| YTD | -36.5% | +58.4% | -94.9% | -44.4% |
| 1Y | -32.8% | +67.2% | -100.0% | -42.0% |
| 3Y | -32.2% | +125.0% | -157.2% | -46.9% |
| 5Y | -44.7% | +355.1% | -399.7% | -65.7% |
| 10Y | +82.3% | +263.7% | -181.3% | +8.7% |
| All | +2,383.0% | +3,047.8% | -664.8% | +901.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling