+5,083.9%
LITE vs INFY
+83.6%
+5,000.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.2% | +7.2% | +5.1% |
| 7D | -1.5% | -2.9% | +1.4% | -0.6% |
| 30D | +6.7% | -6.2% | +12.9% | +8.5% |
| 3M | -6.8% | -4.9% | -1.8% | -7.5% |
| 6M | +29.4% | -16.6% | +46.0% | +34.2% |
| YTD | +139.1% | -32.9% | +172.0% | +167.4% |
| 1Y | +521.0% | -26.9% | +547.9% | +562.9% |
| 3Y | +1,535.3% | -26.6% | +1,561.9% | +1,657.1% |
| 5Y | +889.8% | -44.1% | +933.9% | +1,079.0% |
| 10Y | +2,400.7% | +90.0% | +2,310.7% | +1,739.1% |
| All | +5,083.9% | +83.6% | +5,000.2% | +3,929.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling