+973.3%
SWKS vs INFY
+3,191.3%
-2,218.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.2% | +6.8% | +4.9% |
| 7D | +12.5% | -2.9% | +15.4% | +13.9% |
| 30D | +10.5% | -6.2% | +16.7% | +13.4% |
| 3M | -7.4% | -4.9% | -2.5% | -6.9% |
| 6M | +32.7% | -16.6% | +49.3% | +39.7% |
| YTD | +19.2% | -32.9% | +52.1% | +37.0% |
| 1Y | +2.4% | -26.9% | +29.3% | +12.5% |
| 3Y | -25.6% | -26.6% | +1.0% | -18.7% |
| 5Y | -53.4% | -44.1% | -9.4% | -43.2% |
| 10Y | +23.2% | +90.0% | -66.8% | -13.4% |
| All | +973.3% | +3,191.3% | -2,218.0% | +309.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling