+158.3%
CAT vs INFY
-18.9%
+177.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +7.4% | -1.7% | +9.1% | +7.5% |
| 30D | -19.7% | +7.1% | -26.7% | -19.9% |
| 3M | -29.6% | -1.0% | -28.6% | -29.5% |
| 6M | -33.2% | +5.9% | -39.1% | -33.9% |
| YTD | +5.7% | -29.5% | +35.2% | +15.0% |
| 1Y | +9.3% | -26.0% | +35.3% | +16.2% |
| 3Y | +158.3% | -19.4% | +177.7% | +157.1% |
| All | +158.3% | -18.9% | +177.2% | +157.1% |
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