+201.6%
CAT vs INFY
-32.6%
+234.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.7% |
| 7D | +2.9% | -8.7% | +11.6% | +3.6% |
| 30D | -2.6% | -13.0% | +10.3% | -1.6% |
| 3M | -10.7% | -8.8% | -1.9% | -10.0% |
| 6M | +16.1% | -22.6% | +38.7% | +20.8% |
| YTD | +43.2% | -37.3% | +80.6% | +57.2% |
| 1Y | +96.8% | -33.4% | +130.2% | +109.6% |
| All | +201.6% | -32.6% | +234.2% | +207.5% |
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 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