+78.9%
INFY vs LEN
+108.0%
-29.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.0% |
| 7D | -5.4% | -4.8% | -0.6% | -4.3% |
| 30D | -9.9% | -6.6% | -3.3% | -8.5% |
| 3M | -4.6% | -15.7% | +11.1% | -1.2% |
| 6M | -18.5% | -16.6% | -1.8% | -15.7% |
| YTD | -36.5% | -21.3% | -15.2% | -33.9% |
| 1Y | -32.8% | -42.0% | +9.3% | -25.1% |
| 3Y | -32.2% | -27.9% | -4.3% | -30.5% |
| 5Y | -44.7% | -10.7% | -34.0% | -47.5% |
| All | +78.9% | +108.0% | -29.2% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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