+129.0%
INFY vs SW
+177.1%
-48.1%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | -1.7% | -2.9% | +1.3% | -1.4% |
| 30D | +7.1% | +5.0% | +2.0% | +6.6% |
| 3M | -1.0% | -13.7% | +12.7% | +0.3% |
| 6M | +5.9% | +8.0% | -2.2% | +5.0% |
| YTD | -29.5% | +14.0% | -43.5% | -30.7% |
| 1Y | -26.0% | +25.6% | -51.6% | -27.9% |
| 3Y | -19.4% | +40.1% | -59.5% | -22.8% |
| 5Y | -40.9% | -2.6% | -38.3% | -43.2% |
| All | +129.0% | +177.1% | -48.1% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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