+54.0%
LHX vs INFY
-31.8%
+85.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.3% |
| 7D | -4.3% | -5.4% | +1.1% | -3.7% |
| 30D | -15.1% | -9.9% | -5.3% | -14.2% |
| 3M | -21.0% | -4.6% | -16.4% | -20.5% |
| 6M | -32.0% | -18.5% | -13.5% | -30.7% |
| YTD | -15.3% | -36.5% | +21.2% | -12.2% |
| 1Y | -11.1% | -32.8% | +21.7% | -8.6% |
| 3Y | +54.0% | -32.2% | +86.2% | +55.8% |
| All | +54.0% | -31.8% | +85.8% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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