+78.9%
INFY vs CASY
+453.5%
-374.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.8% |
| 7D | -5.4% | -18.6% | +13.2% | -1.9% |
| 30D | -9.9% | -26.6% | +16.8% | -4.8% |
| 3M | -4.6% | -32.8% | +28.2% | +2.3% |
| 6M | -18.5% | -10.0% | -8.4% | -18.4% |
| YTD | -36.5% | +11.6% | -48.2% | -39.6% |
| 1Y | -32.8% | +11.5% | -44.2% | -36.2% |
| 3Y | -32.2% | +160.7% | -192.9% | -48.5% |
| 5Y | -44.7% | +232.4% | -277.1% | -61.1% |
| All | +78.9% | +453.5% | -374.6% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 10y: compounded portfolio wealth divided by compounded CASY 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…
10y analysis · Full analysis span regression · 6 months rolling