+234.2%
INFY vs CDW
+1,030.0%
-795.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | -1.7% | +9.3% | -11.0% | -4.8% |
| 30D | +7.1% | +14.4% | -7.3% | +1.4% |
| 3M | -1.0% | +21.4% | -22.4% | -8.4% |
| 6M | +5.9% | +72.8% | -66.9% | -14.2% |
| YTD | -29.5% | +28.0% | -57.6% | -37.7% |
| 1Y | -26.0% | +19.3% | -45.3% | -32.9% |
| 3Y | -19.4% | -15.3% | -4.1% | -19.2% |
| 5Y | -40.9% | -3.8% | -37.1% | -44.6% |
| 10Y | +121.9% | +318.5% | -196.7% | +27.8% |
| All | +234.2% | +1,030.0% | -795.8% | +68.7% |
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