+42.3%
SWKS vs INFY
+80.2%
-37.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.4% |
| 7D | +6.8% | -8.7% | +15.5% | +11.4% |
| 30D | +11.3% | -13.0% | +24.2% | +18.6% |
| 3M | +4.1% | -8.8% | +12.8% | +6.6% |
| 6M | +39.7% | -22.6% | +62.2% | +54.2% |
| YTD | +23.2% | -37.3% | +60.6% | +51.3% |
| 1Y | +5.3% | -33.4% | +38.6% | +23.4% |
| 3Y | -15.1% | -32.3% | +17.2% | -2.6% |
| 5Y | -50.3% | -45.2% | -5.1% | -36.9% |
| 10Y | +42.3% | +80.0% | -37.7% | +1.9% |
| All | +42.3% | +80.2% | -37.9% | +1.9% |
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