+51.0%
SWKS vs INFY
+124.5%
-73.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.8% |
| 7D | +10.9% | -4.0% | +14.8% | +12.9% |
| 30D | +17.6% | +7.8% | +9.8% | +12.5% |
| 3M | +29.2% | +0.1% | +29.1% | +26.8% |
| 6M | +37.0% | +4.2% | +32.8% | +28.4% |
| YTD | +44.9% | -29.5% | +74.5% | +65.8% |
| 1Y | +33.8% | -26.5% | +60.3% | +48.2% |
| 3Y | +10.2% | -19.8% | +30.0% | +14.5% |
| 5Y | -37.0% | -40.9% | +3.9% | -23.3% |
| All | +51.0% | +124.5% | -73.5% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling