-45.2%
INFY vs LII
+21.2%
-66.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.3% |
| 7D | -8.7% | +0.5% | -9.2% | -8.8% |
| 30D | -13.0% | -11.2% | -1.8% | -11.1% |
| 3M | -8.8% | -28.8% | +20.0% | -3.9% |
| 6M | -22.6% | -26.9% | +4.4% | -19.3% |
| YTD | -37.3% | -22.2% | -15.1% | -36.1% |
| 1Y | -33.4% | -32.0% | -1.4% | -29.9% |
| 3Y | -32.3% | -0.4% | -31.9% | -38.9% |
| 5Y | -45.2% | +22.4% | -67.7% | -54.8% |
| All | -45.2% | +21.2% | -66.4% | -54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling