+129.0%
INFY vs LDOS
+228.4%
-99.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.6% |
| 7D | -4.0% | -3.5% | -0.5% | -2.9% |
| 30D | +7.8% | +9.5% | -1.7% | +4.8% |
| 3M | +0.1% | -6.3% | +6.4% | +2.0% |
| 6M | +4.2% | +2.8% | +1.4% | +2.8% |
| YTD | -29.5% | -26.6% | -2.9% | -23.5% |
| 1Y | -26.5% | -31.3% | +4.8% | -18.6% |
| 3Y | -19.8% | +30.9% | -50.7% | -30.3% |
| 5Y | -40.9% | +49.4% | -90.3% | -52.4% |
| All | +129.0% | +228.4% | -99.4% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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