-44.9%
INFY vs SUI
-32.1%
-12.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -4.5% |
| 7D | -7.2% | -3.1% | -4.1% | -6.5% |
| 30D | -11.2% | -2.3% | -8.9% | -10.7% |
| 3M | -7.4% | -2.8% | -4.6% | -6.6% |
| 6M | -21.3% | -12.4% | -8.9% | -18.8% |
| YTD | -36.2% | -3.3% | -32.9% | -35.6% |
| 1Y | -31.3% | -5.8% | -25.4% | -30.3% |
| 3Y | -31.1% | +12.5% | -43.5% | -34.7% |
| 5Y | -44.9% | -32.9% | -12.0% | -37.6% |
| All | -44.9% | -32.1% | -12.7% | -37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling