-45.0%
INFY vs LTH
+150.3%
-195.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.1% |
| 7D | -9.8% | -3.7% | -6.0% | -9.3% |
| 30D | -13.4% | -5.3% | -8.1% | -12.8% |
| 3M | -7.2% | +24.2% | -31.4% | -10.0% |
| 6M | -20.6% | +54.8% | -75.4% | -25.7% |
| YTD | -37.5% | +56.1% | -93.5% | -41.6% |
| 1Y | -33.4% | +45.5% | -78.9% | -37.3% |
| 3Y | -32.4% | +155.9% | -188.3% | -42.1% |
| All | -45.0% | +150.3% | -195.3% | -55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling