+129.0%
INFY vs SUI
+120.9%
+8.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | +0.1% |
| 7D | -4.0% | -3.8% | -0.2% | -2.9% |
| 30D | +7.8% | +3.9% | +3.9% | +6.6% |
| 3M | +0.1% | +0.2% | -0.1% | 0.0% |
| 6M | +4.2% | -4.2% | +8.4% | +5.6% |
| YTD | -29.5% | -2.5% | -27.0% | -29.0% |
| 1Y | -26.5% | -4.0% | -22.5% | -25.7% |
| 3Y | -19.8% | +16.5% | -36.3% | -25.2% |
| 5Y | -40.9% | -27.2% | -13.7% | -36.7% |
| All | +129.0% | +120.9% | +8.1% | +99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling