+128.4%
INFY vs SW
+184.4%
-56.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | +5.5% | +2.2% | +3.4% | +5.3% |
| 30D | +17.3% | +7.4% | +9.9% | +16.6% |
| 3M | +0.2% | -5.9% | +6.2% | +0.7% |
| 6M | +0.3% | +9.0% | -8.7% | -0.7% |
| YTD | -27.8% | +18.1% | -45.9% | -29.3% |
| 1Y | -23.3% | +28.7% | -51.9% | -25.4% |
| 3Y | -17.8% | +48.8% | -66.6% | -21.7% |
| 5Y | -37.5% | +2.5% | -40.0% | -40.1% |
| 10Y | +128.4% | +184.4% | -56.0% | +122.6% |
| All | +128.4% | +184.4% | -56.0% | +122.6% |
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