+2,524.3%
INFY vs SUI
+1,788.7%
+735.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | -2.9% | -2.8% | -0.1% | -1.8% |
| 30D | -6.2% | -1.2% | -5.1% | -5.9% |
| 3M | -4.9% | -1.7% | -3.2% | -4.1% |
| 6M | -16.6% | -10.5% | -6.1% | -12.9% |
| YTD | -32.9% | -1.8% | -31.1% | -32.5% |
| 1Y | -26.9% | -4.1% | -22.8% | -26.0% |
| 3Y | -26.6% | +11.3% | -37.8% | -31.9% |
| 5Y | -44.1% | -32.1% | -12.0% | -37.9% |
| 10Y | +90.0% | +110.4% | -20.5% | +23.7% |
| All | +2,524.3% | +1,788.7% | +735.5% | +466.8% |
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