-41.9%
SWKS vs INFY
-39.5%
-2.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.1% |
| 7D | -2.7% | -1.1% | -1.6% | -2.5% |
| 30D | +8.5% | +15.5% | -7.0% | +1.7% |
| 3M | +17.3% | -1.1% | +18.4% | +16.4% |
| 6M | +25.1% | -1.3% | +26.5% | +22.1% |
| YTD | +33.3% | -29.0% | +62.3% | +53.5% |
| 1Y | +22.9% | -23.3% | +46.2% | +33.5% |
| 3Y | +5.5% | -17.8% | +23.3% | +7.7% |
| 5Y | -41.9% | -39.4% | -2.5% | -30.1% |
| All | -41.9% | -39.5% | -2.4% | -30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling