-33.1%
INFY vs CASY
+163.7%
-196.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -14.2% | +12.4% | -0.9% |
| 7D | -8.7% | -16.5% | +7.8% | -7.7% |
| 30D | -13.0% | -26.4% | +13.4% | -11.5% |
| 3M | -8.8% | -17.3% | +8.5% | -8.1% |
| 6M | -22.6% | -5.2% | -17.4% | -23.5% |
| YTD | -37.3% | +14.1% | -51.4% | -39.7% |
| 1Y | -33.4% | +16.6% | -50.0% | -36.3% |
| All | -33.1% | +163.7% | -196.8% | -41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling