-19.4%
INFY vs LII
-8.2%
-11.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -1.7% | +2.9% | -4.6% | -2.0% |
| 30D | +7.1% | +0.9% | +6.1% | +6.9% |
| 3M | -1.0% | -15.5% | +14.6% | +0.4% |
| 6M | +5.9% | -30.2% | +36.1% | +8.1% |
| YTD | -29.5% | -26.8% | -2.7% | -29.0% |
| 1Y | -26.0% | -25.3% | -0.7% | -25.7% |
| 3Y | -19.4% | -7.8% | -11.7% | -22.2% |
| All | -19.4% | -8.2% | -11.3% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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