+78.9%
INFY vs SYY
+116.5%
-37.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.2% |
| 7D | -5.4% | +3.9% | -9.3% | -6.4% |
| 30D | -9.9% | -1.7% | -8.1% | -9.4% |
| 3M | -4.6% | +5.2% | -9.7% | -5.9% |
| 6M | -18.5% | -0.2% | -18.3% | -19.0% |
| YTD | -36.5% | +15.4% | -51.9% | -40.0% |
| 1Y | -32.8% | +5.6% | -38.3% | -34.7% |
| 3Y | -32.2% | +28.9% | -61.1% | -38.9% |
| 5Y | -44.7% | +24.1% | -68.7% | -50.2% |
| All | +78.9% | +116.5% | -37.6% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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