+185.8%
LMT vs INFY
+80.1%
+105.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.3% |
| 7D | -0.2% | -5.4% | +5.2% | +0.6% |
| 30D | -13.1% | -9.9% | -3.2% | -11.7% |
| 3M | -3.9% | -4.6% | +0.7% | -3.6% |
| 6M | -18.3% | -18.5% | +0.2% | -16.1% |
| YTD | +10.3% | -36.5% | +46.9% | +17.8% |
| 1Y | +14.2% | -32.8% | +47.0% | +20.1% |
| 3Y | +35.0% | -32.2% | +67.2% | +39.4% |
| 5Y | +73.2% | -44.7% | +117.9% | +83.2% |
| All | +185.8% | +80.1% | +105.7% | +112.7% |
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