+1,499.9%
LITE vs INFY
+131.7%
+1,368.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.3% |
| 7D | -13.9% | +5.5% | -19.4% | -15.9% |
| 30D | -46.9% | +17.3% | -64.3% | -50.6% |
| 3M | -28.0% | +0.2% | -28.3% | -29.8% |
| 6M | -35.2% | +0.3% | -35.5% | -38.6% |
| YTD | +58.9% | -27.8% | +86.7% | +71.7% |
| 1Y | +125.3% | -23.3% | +148.6% | +135.3% |
| 3Y | +1,344.4% | -17.8% | +1,362.3% | +1,358.6% |
| 5Y | +541.2% | -37.5% | +578.7% | +631.9% |
| All | +1,499.9% | +131.7% | +1,368.2% | +856.0% |
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