-33.1%
INFY vs LTH
+155.4%
-188.4%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.6% |
| 7D | -8.7% | -4.0% | -4.7% | -8.2% |
| 30D | -13.0% | -1.7% | -11.3% | -12.9% |
| 3M | -8.8% | +28.0% | -36.8% | -11.6% |
| 6M | -22.6% | +54.1% | -76.6% | -27.3% |
| YTD | -37.3% | +57.1% | -94.4% | -41.3% |
| 1Y | -33.4% | +45.8% | -79.1% | -37.1% |
| All | -33.1% | +155.4% | -188.4% | -39.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling