+287.5%
CAH vs INFY
+80.1%
+207.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | -5.1% | -5.4% | +0.3% | -4.0% |
| 30D | +0.2% | -9.9% | +10.0% | +2.2% |
| 3M | +6.3% | -4.6% | +10.9% | +6.8% |
| 6M | +9.4% | -18.5% | +27.9% | +13.2% |
| YTD | +15.0% | -36.5% | +51.5% | +25.2% |
| 1Y | +55.4% | -32.8% | +88.2% | +66.4% |
| 3Y | +173.8% | -32.2% | +206.0% | +187.1% |
| 5Y | +395.2% | -44.7% | +439.9% | +437.2% |
| All | +287.5% | +80.1% | +207.4% | +182.0% |
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