+2,718.6%
LMT vs INFY
+2,969.1%
-250.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -0.5% | -9.8% | +9.2% | +0.3% |
| 30D | -10.8% | -13.4% | +2.6% | -9.7% |
| 3M | +1.6% | -7.2% | +8.8% | +2.0% |
| 6M | -17.6% | -20.6% | +3.1% | -16.2% |
| YTD | +11.6% | -37.5% | +49.0% | +15.6% |
| 1Y | +17.2% | -33.4% | +50.6% | +20.6% |
| 3Y | +35.7% | -32.4% | +68.2% | +38.7% |
| 5Y | +75.2% | -45.5% | +120.7% | +81.0% |
| 10Y | +190.1% | +79.7% | +110.4% | +167.3% |
| All | +2,718.6% | +2,969.1% | -250.5% | +1,746.4% |
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