-39.4%
INFY vs SWK
-23.3%
-16.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -1.5% |
| 7D | -1.1% | +10.7% | -11.8% | -3.3% |
| 30D | +15.5% | +33.3% | -17.9% | +8.6% |
| 3M | -1.1% | +14.7% | -15.8% | -4.2% |
| 6M | -1.3% | +48.5% | -49.9% | -9.7% |
| YTD | -29.0% | +63.9% | -92.9% | -36.7% |
| 1Y | -23.3% | +80.4% | -103.7% | -33.3% |
| 3Y | -17.8% | +58.1% | -75.9% | -29.1% |
| 5Y | -39.4% | -24.5% | -14.9% | -36.8% |
| All | -39.4% | -23.3% | -16.2% | -36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling