-44.6%
INFY vs CDW
-17.6%
-27.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.8% | -6.4% | -1.1% |
| 7D | -5.4% | +0.9% | -6.3% | -5.7% |
| 30D | -9.9% | +13.1% | -22.9% | -13.5% |
| 3M | -4.6% | +19.7% | -24.2% | -10.6% |
| 6M | -18.5% | +30.7% | -49.2% | -27.2% |
| YTD | -36.5% | +14.7% | -51.2% | -40.8% |
| 1Y | -32.8% | -5.3% | -27.4% | -32.9% |
| 3Y | -32.2% | -23.8% | -8.4% | -28.9% |
| All | -44.6% | -17.6% | -27.0% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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