+2,656.6%
INFY vs SUI
+1,775.4%
+881.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | +0.2% |
| 7D | -4.0% | -3.8% | -0.2% | -2.5% |
| 30D | +7.8% | +3.9% | +3.9% | +6.1% |
| 3M | +0.1% | +0.2% | -0.1% | -0.1% |
| 6M | +4.2% | -4.2% | +8.4% | +6.0% |
| YTD | -29.5% | -2.5% | -27.0% | -28.9% |
| 1Y | -26.5% | -4.0% | -22.5% | -25.5% |
| 3Y | -19.8% | +16.5% | -36.3% | -26.9% |
| 5Y | -40.9% | -27.2% | -13.7% | -36.3% |
| 10Y | +121.9% | +119.6% | +2.3% | +41.9% |
| All | +2,656.6% | +1,775.4% | +881.2% | +496.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling