+5.3%
SWKS vs INFY
-33.3%
+38.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +1.7% |
| 7D | +6.8% | -8.7% | +15.5% | +7.5% |
| 30D | +11.3% | -13.0% | +24.2% | +12.5% |
| 3M | +4.1% | -8.8% | +12.8% | +4.9% |
| 6M | +39.7% | -22.6% | +62.2% | +44.7% |
| YTD | +23.2% | -37.3% | +60.6% | +33.3% |
| 1Y | +5.3% | -33.4% | +38.6% | +9.3% |
| All | +5.3% | -33.3% | +38.6% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling