+1,670.7%
LITE vs INFY
+126.4%
+1,544.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -2.3% | +13.0% | +11.4% |
| 7D | +3.4% | +0.5% | +2.9% | +2.6% |
| 30D | -34.9% | +13.6% | -48.5% | -38.7% |
| 3M | -21.0% | -2.4% | -18.6% | -22.4% |
| 6M | -38.5% | +2.2% | -40.6% | -42.3% |
| YTD | +75.8% | -29.5% | +105.3% | +91.2% |
| 1Y | +156.7% | -26.1% | +182.8% | +172.1% |
| 3Y | +1,498.6% | -19.7% | +1,518.3% | +1,525.0% |
| 5Y | +610.9% | -39.6% | +650.5% | +721.2% |
| 10Y | +1,670.7% | +122.0% | +1,548.6% | +965.1% |
| All | +1,670.7% | +126.4% | +1,544.3% | +965.1% |
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