-33.4%
INFY vs CART
+3.4%
-36.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.1% |
| 7D | -8.7% | -9.5% | +0.8% | -6.5% |
| 30D | -13.0% | -7.8% | -5.2% | -11.4% |
| 3M | -8.8% | +10.4% | -19.2% | -11.0% |
| 6M | -22.6% | +20.1% | -42.6% | -26.5% |
| YTD | -37.3% | +3.7% | -41.0% | -39.6% |
| 1Y | -33.4% | +2.6% | -35.9% | -36.9% |
| All | -33.4% | +3.4% | -36.8% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 1y: compounded portfolio wealth divided by compounded CART 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…
1y analysis · Full analysis span regression · 6 months rolling