+1,568.0%
LITE vs INFY
+124.5%
+1,443.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | +22.6% | -4.0% | +26.5% | +24.0% |
| 30D | -36.8% | +7.8% | -44.6% | -39.3% |
| 3M | -33.0% | +0.1% | -33.1% | -34.7% |
| 6M | -37.1% | +4.2% | -41.3% | -41.6% |
| YTD | +69.5% | -29.5% | +99.0% | +84.4% |
| 1Y | +146.1% | -26.5% | +172.6% | +161.7% |
| 3Y | +1,440.8% | -19.8% | +1,460.6% | +1,466.5% |
| 5Y | +580.4% | -40.9% | +621.4% | +695.1% |
| All | +1,568.0% | +124.5% | +1,443.5% | +893.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling