+76.6%
INFY vs SUI
+104.6%
-28.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.4% |
| 7D | -8.7% | -4.3% | -4.4% | -7.5% |
| 30D | -13.0% | -2.1% | -10.8% | -12.4% |
| 3M | -8.8% | -6.1% | -2.7% | -6.9% |
| 6M | -22.6% | -12.8% | -9.8% | -19.4% |
| YTD | -37.3% | -4.6% | -32.7% | -36.5% |
| 1Y | -33.4% | -7.7% | -25.7% | -31.9% |
| 3Y | -32.3% | +10.9% | -43.2% | -35.9% |
| 5Y | -45.2% | -32.4% | -12.8% | -39.9% |
| All | +76.6% | +104.6% | -28.0% | +49.8% |
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