-17.6%
INFY vs SW
+40.4%
-58.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.5% | +6.1% | +4.8% |
| 7D | +4.9% | +4.7% | +0.3% | +4.3% |
| 30D | +21.3% | +5.0% | +16.3% | +20.5% |
| 3M | +2.6% | -7.3% | +9.9% | +3.4% |
| 6M | +4.9% | +15.0% | -10.0% | +3.0% |
| YTD | -26.6% | +18.5% | -45.1% | -28.7% |
| 1Y | -20.4% | +27.1% | -47.5% | -23.5% |
| All | -17.6% | +40.4% | -58.0% | -21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling