+6,293.9%
CAT vs INFY
+3,031.0%
+3,263.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.9% | +2.0% |
| 7D | +5.6% | -7.2% | +12.8% | +7.0% |
| 30D | -2.3% | -11.2% | +8.8% | -0.3% |
| 3M | -10.0% | -7.4% | -2.6% | -9.6% |
| 6M | +21.2% | -21.3% | +42.5% | +25.1% |
| YTD | +44.4% | -36.2% | +80.6% | +54.6% |
| 1Y | +96.3% | -31.3% | +127.6% | +106.4% |
| 3Y | +203.9% | -31.1% | +235.0% | +217.9% |
| 5Y | +333.5% | -44.9% | +378.4% | +369.8% |
| 10Y | +1,126.0% | +83.1% | +1,043.0% | +942.8% |
| All | +6,293.9% | +3,031.0% | +3,263.0% | +4,210.2% |
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