-31.3%
INFY vs SWK
+24.6%
-55.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.8% | -2.1% | -4.6% |
| 7D | -7.2% | +0.1% | -7.4% | -7.2% |
| 30D | -11.2% | -8.9% | -2.3% | -10.5% |
| 3M | -7.4% | +20.5% | -27.9% | -8.5% |
| 6M | -21.3% | +27.1% | -48.4% | -22.6% |
| YTD | -36.2% | +30.2% | -66.4% | -37.0% |
| 1Y | -31.3% | +24.8% | -56.0% | -31.8% |
| All | -31.3% | +24.6% | -55.9% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling