+1,549.9%
LLY vs INFY
+80.1%
+1,469.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.9% |
| 7D | -2.9% | -5.4% | +2.5% | -1.9% |
| 30D | -8.4% | -9.9% | +1.4% | -6.6% |
| 3M | -3.8% | -4.6% | +0.8% | -3.2% |
| 6M | +11.9% | -18.5% | +30.4% | +15.7% |
| YTD | +4.3% | -36.5% | +40.9% | +12.9% |
| 1Y | +48.5% | -32.8% | +81.2% | +58.2% |
| 3Y | +91.2% | -32.2% | +123.4% | +101.6% |
| 5Y | +387.5% | -44.7% | +432.2% | +430.1% |
| All | +1,549.9% | +80.1% | +1,469.8% | +1,272.9% |
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