+24.2%
IJR vs INFY
-23.6%
+47.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | +1.2% |
| 7D | +2.3% | +1.2% | +1.0% | +2.2% |
| 30D | +2.8% | +13.8% | -10.9% | +1.9% |
| 3M | -4.6% | -2.9% | -1.8% | -4.5% |
| 6M | +5.7% | +2.2% | +3.5% | +5.4% |
| YTD | +19.9% | -29.8% | +49.7% | +24.2% |
| 1Y | +24.2% | -23.3% | +47.5% | +22.1% |
| All | +24.2% | -23.6% | +47.7% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling