+440.7%
SCHW vs INFY
+3,014.1%
-2,573.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.6% |
| 7D | -1.9% | -5.4% | +3.5% | 0.0% |
| 30D | -1.6% | -9.9% | +8.2% | +1.7% |
| 3M | +21.3% | -4.6% | +25.8% | +22.2% |
| 6M | +16.5% | -18.5% | +34.9% | +23.1% |
| YTD | +8.4% | -36.5% | +44.9% | +23.8% |
| 1Y | +15.6% | -32.8% | +48.4% | +28.7% |
| 3Y | +86.8% | -32.2% | +119.0% | +103.5% |
| 5Y | +60.5% | -44.7% | +105.2% | +85.1% |
| 10Y | +297.7% | +82.3% | +215.4% | +193.9% |
| All | +440.7% | +3,014.1% | -2,573.4% | +128.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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