-41.0%
INFY vs LTH
+160.9%
-201.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.6% | -3.3% |
| 7D | -2.9% | -0.6% | -2.3% | -2.8% |
| 30D | -6.2% | -4.6% | -1.7% | -5.7% |
| 3M | -4.9% | +32.8% | -37.7% | -8.6% |
| 6M | -16.6% | +64.6% | -81.2% | -22.6% |
| YTD | -32.9% | +62.6% | -95.6% | -37.7% |
| 1Y | -26.9% | +49.9% | -76.8% | -31.4% |
| 3Y | -26.6% | +151.3% | -177.9% | -37.0% |
| All | -41.0% | +160.9% | -201.9% | -52.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling