+173.8%
CAH vs INFY
-31.8%
+205.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | -5.1% | -5.4% | +0.3% | -4.6% |
| 30D | +0.2% | -9.9% | +10.0% | +1.0% |
| 3M | +6.3% | -4.6% | +10.9% | +6.6% |
| 6M | +9.4% | -18.5% | +27.9% | +11.0% |
| YTD | +15.0% | -36.5% | +51.5% | +18.8% |
| 1Y | +55.4% | -32.8% | +88.2% | +60.0% |
| 3Y | +173.8% | -32.2% | +206.0% | +192.0% |
| All | +173.8% | -31.8% | +205.6% | +192.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling