+546.2%
LITE vs INFY
-39.5%
+585.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.9% | +11.6% | +10.8% |
| 7D | -12.9% | -1.1% | -11.8% | -13.0% |
| 30D | -46.0% | +15.5% | -61.4% | -48.2% |
| 3M | -33.0% | -1.1% | -31.9% | -33.7% |
| 6M | -34.0% | -1.3% | -32.7% | -35.7% |
| YTD | +61.7% | -29.0% | +90.7% | +80.4% |
| 1Y | +148.3% | -23.3% | +171.6% | +163.5% |
| 3Y | +1,408.5% | -17.8% | +1,426.3% | +1,448.2% |
| 5Y | +546.2% | -39.4% | +585.6% | +679.5% |
| All | +546.2% | -39.5% | +585.7% | +679.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling