+1,386.0%
INFY vs LII
+3,124.4%
-1,738.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.2% | -4.4% | -3.6% |
| 7D | -2.9% | -0.7% | -2.2% | -2.7% |
| 30D | -6.2% | -12.6% | +6.4% | -1.9% |
| 3M | -4.9% | -24.4% | +19.5% | +2.9% |
| 6M | -16.6% | -28.7% | +12.1% | -8.9% |
| YTD | -32.9% | -19.1% | -13.8% | -30.5% |
| 1Y | -26.9% | -29.7% | +2.8% | -20.7% |
| 3Y | -26.6% | +4.8% | -31.4% | -34.1% |
| 5Y | -44.1% | +24.6% | -68.6% | -54.2% |
| 10Y | +90.0% | +169.2% | -79.2% | +11.2% |
| All | +1,386.0% | +3,124.4% | -1,738.4% | +150.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling