-17.8%
INFY vs SW
+48.2%
-66.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -1.1% | +1.8% | -2.9% | -1.4% |
| 30D | +15.5% | +7.0% | +8.4% | +14.4% |
| 3M | -1.1% | -7.6% | +6.5% | -0.2% |
| 6M | -1.3% | +8.5% | -9.9% | -2.5% |
| YTD | -29.0% | +17.7% | -46.6% | -31.0% |
| 1Y | -23.3% | +27.1% | -50.3% | -26.3% |
| 3Y | -17.8% | +48.2% | -66.0% | -20.6% |
| All | -17.8% | +48.2% | -66.0% | -20.6% |
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 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