+202.7%
INFY vs CDW
+851.1%
-648.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.2% | +0.3% | -3.0% |
| 7D | -7.2% | -3.9% | -3.4% | -5.9% |
| 30D | -11.2% | +6.9% | -18.1% | -13.3% |
| 3M | -7.4% | +7.7% | -15.1% | -10.4% |
| 6M | -21.3% | +18.3% | -39.6% | -27.6% |
| YTD | -36.2% | +7.8% | -44.0% | -39.5% |
| 1Y | -31.3% | -12.2% | -19.1% | -30.0% |
| 3Y | -31.1% | -28.9% | -2.1% | -25.9% |
| 5Y | -44.9% | -22.8% | -22.1% | -43.7% |
| 10Y | +83.1% | +266.1% | -183.0% | +11.8% |
| All | +202.7% | +851.1% | -648.4% | +63.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling