-19.5%
INFY vs SW
+39.0%
-58.6%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.2% |
| 7D | -0.4% | +2.3% | -2.7% | -0.7% |
| 30D | +18.5% | +6.8% | +11.7% | +17.4% |
| 3M | +1.1% | -5.2% | +6.3% | +1.7% |
| 6M | +1.0% | +7.4% | -6.4% | 0.0% |
| YTD | -28.3% | +17.4% | -45.7% | -30.3% |
| 1Y | -21.1% | +27.1% | -48.2% | -24.2% |
| 3Y | -19.5% | +47.9% | -67.4% | -23.1% |
| All | -19.5% | +39.0% | -58.6% | -23.1% |
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