+2,679.0%
INFY vs SWK
+879.4%
+1,799.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -2.0% |
| 7D | -1.1% | +10.7% | -11.8% | -5.4% |
| 30D | +15.5% | +33.3% | -17.9% | +2.6% |
| 3M | -1.1% | +14.7% | -15.8% | -6.9% |
| 6M | -1.3% | +48.5% | -49.9% | -17.2% |
| YTD | -29.0% | +63.9% | -92.9% | -43.6% |
| 1Y | -23.3% | +80.4% | -103.7% | -41.6% |
| 3Y | -17.8% | +58.1% | -75.9% | -38.1% |
| 5Y | -39.4% | -24.5% | -14.9% | -40.1% |
| 10Y | +123.2% | +29.5% | +93.7% | +52.4% |
| All | +2,679.0% | +879.4% | +1,799.6% | +617.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling