-51.2%
SWKS vs INFY
-45.2%
-5.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.9% | +6.7% | +3.9% |
| 7D | +11.8% | -7.2% | +19.1% | +15.3% |
| 30D | +6.7% | -11.2% | +17.9% | +12.0% |
| 3M | 0.0% | -7.4% | +7.4% | +1.7% |
| 6M | +38.7% | -21.3% | +60.0% | +51.6% |
| YTD | +21.4% | -36.2% | +57.5% | +47.3% |
| 1Y | +2.9% | -31.3% | +34.2% | +17.8% |
| 3Y | -16.4% | -31.1% | +14.7% | -6.1% |
| 5Y | -51.2% | -44.9% | -6.3% | -38.8% |
| All | -51.2% | -45.2% | -5.9% | -38.8% |
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 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