-32.2%
INFY vs LEN
-27.3%
-4.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.2% |
| 7D | -5.4% | -4.8% | -0.6% | -4.8% |
| 30D | -9.9% | -6.6% | -3.3% | -9.1% |
| 3M | -4.6% | -15.7% | +11.1% | -2.9% |
| 6M | -18.5% | -16.6% | -1.8% | -17.0% |
| YTD | -36.5% | -21.3% | -15.2% | -35.3% |
| 1Y | -32.8% | -42.0% | +9.3% | -28.5% |
| 3Y | -32.2% | -27.9% | -4.3% | -36.7% |
| All | -32.2% | -27.3% | -4.9% | -36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling