-32.2%
INFY vs SYY
+29.1%
-61.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.4% |
| 7D | -5.4% | +3.9% | -9.3% | -5.8% |
| 30D | -9.9% | -1.7% | -8.1% | -9.7% |
| 3M | -4.6% | +5.2% | -9.7% | -4.9% |
| 6M | -18.5% | -0.2% | -18.3% | -18.5% |
| YTD | -36.5% | +15.4% | -51.9% | -38.4% |
| 1Y | -32.8% | +5.6% | -38.3% | -33.6% |
| 3Y | -32.2% | +28.9% | -61.1% | -39.7% |
| All | -32.2% | +29.1% | -61.3% | -39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling