+2,614.7%
LITE vs INFY
+80.2%
+2,534.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.7% |
| 7D | +13.6% | -8.7% | +22.3% | +17.2% |
| 30D | +21.6% | -13.0% | +34.5% | +27.0% |
| 3M | +20.3% | -8.8% | +29.1% | +20.4% |
| 6M | +54.4% | -22.6% | +76.9% | +64.8% |
| YTD | +168.3% | -37.3% | +205.7% | +210.7% |
| 1Y | +551.8% | -33.4% | +585.2% | +626.3% |
| 3Y | +1,891.5% | -32.3% | +1,923.8% | +2,110.6% |
| 5Y | +1,014.7% | -45.2% | +1,060.0% | +1,252.2% |
| 10Y | +2,614.7% | +80.0% | +2,534.7% | +1,679.7% |
| All | +2,614.7% | +80.2% | +2,534.5% | +1,679.7% |
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