+1,054.0%
IJH vs INFY
+292.9%
+761.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.4% |
| 7D | -1.9% | -5.4% | +3.5% | -0.4% |
| 30D | -4.6% | -9.9% | +5.2% | -2.1% |
| 3M | -1.2% | -4.6% | +3.4% | -0.8% |
| 6M | +9.4% | -18.5% | +27.9% | +14.0% |
| YTD | +13.3% | -36.5% | +49.9% | +25.6% |
| 1Y | +13.4% | -32.8% | +46.1% | +23.2% |
| 3Y | +50.4% | -32.2% | +82.6% | +61.6% |
| 5Y | +49.0% | -44.7% | +93.6% | +67.3% |
| 10Y | +182.6% | +82.3% | +100.3% | +127.4% |
| All | +1,054.0% | +292.9% | +761.1% | +521.7% |
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 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