-44.1%
INFY vs LTH
+150.5%
-194.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.4% | +1.5% |
| 7D | -5.4% | -4.0% | -1.4% | -4.8% |
| 30D | -9.9% | -5.3% | -4.6% | -9.2% |
| 3M | -4.6% | +19.0% | -23.6% | -6.9% |
| 6M | -18.5% | +55.8% | -74.2% | -23.8% |
| YTD | -36.5% | +56.1% | -92.7% | -40.7% |
| 1Y | -32.8% | +41.3% | -74.0% | -36.4% |
| 3Y | -32.2% | +156.6% | -188.8% | -42.0% |
| All | -44.1% | +150.5% | -194.6% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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