-37.7%
INFY vs CAI
-9.9%
-27.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.2% | +1.4% |
| 7D | -5.4% | -2.9% | -2.5% | -5.1% |
| 30D | -9.9% | +9.3% | -19.2% | -10.5% |
| 3M | -4.6% | +35.2% | -39.8% | -7.1% |
| 6M | -18.5% | +30.7% | -49.2% | -21.1% |
| YTD | -36.5% | -9.8% | -26.8% | -36.5% |
| 1Y | -32.8% | -28.9% | -3.9% | -31.7% |
| All | -37.7% | -9.9% | -27.9% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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