+1,009.8%
LITE vs INFY
-45.2%
+1,055.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.9% | +15.9% | +12.3% |
| 7D | +12.6% | -7.2% | +19.9% | +14.6% |
| 30D | +9.9% | -11.2% | +21.1% | +12.8% |
| 3M | +9.3% | -7.4% | +16.7% | +9.0% |
| 6M | +75.2% | -21.3% | +96.5% | +86.0% |
| YTD | +165.5% | -36.2% | +201.7% | +206.1% |
| 1Y | +555.0% | -31.3% | +586.2% | +616.6% |
| 3Y | +1,870.5% | -31.1% | +1,901.5% | +2,072.3% |
| 5Y | +1,009.8% | -44.9% | +1,054.7% | +1,253.1% |
| All | +1,009.8% | -45.2% | +1,055.0% | +1,253.1% |
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 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