+76.3%
INFY vs SUI
+102.6%
-26.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.1% |
| 7D | -9.8% | -4.1% | -5.7% | -8.6% |
| 30D | -13.4% | -3.2% | -10.3% | -12.6% |
| 3M | -7.2% | -8.4% | +1.2% | -4.7% |
| 6M | -20.6% | -14.4% | -6.3% | -16.9% |
| YTD | -37.5% | -5.5% | -31.9% | -36.4% |
| 1Y | -33.4% | -7.3% | -26.0% | -32.0% |
| 3Y | -32.4% | +9.9% | -42.3% | -35.9% |
| 5Y | -45.5% | -31.6% | -13.9% | -40.4% |
| All | +76.3% | +102.6% | -26.3% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SUI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling