+2,524.3%
INFY vs SWK
+700.5%
+1,823.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.6% |
| 7D | -2.9% | -0.4% | -2.5% | -2.8% |
| 30D | -6.2% | -5.7% | -0.5% | -4.1% |
| 3M | -4.9% | +24.1% | -29.0% | -13.7% |
| 6M | -16.6% | +24.7% | -41.3% | -25.4% |
| YTD | -32.9% | +33.9% | -66.9% | -42.0% |
| 1Y | -26.9% | +34.7% | -61.5% | -37.5% |
| 3Y | -26.6% | +15.3% | -41.9% | -37.0% |
| 5Y | -44.1% | -39.3% | -4.8% | -39.5% |
| 10Y | +90.0% | +2.5% | +87.5% | +43.3% |
| All | +2,524.3% | +700.5% | +1,823.8% | +637.4% |
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