+168.1%
IJR vs INFY
+80.1%
+88.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | 0.0% |
| 7D | -2.2% | -5.4% | +3.2% | -0.3% |
| 30D | -4.6% | -9.9% | +5.3% | -1.3% |
| 3M | +0.2% | -4.6% | +4.8% | +0.7% |
| 6M | +14.7% | -18.5% | +33.2% | +21.3% |
| YTD | +18.9% | -36.5% | +55.4% | +37.2% |
| 1Y | +19.9% | -32.8% | +52.7% | +34.3% |
| 3Y | +53.0% | -32.2% | +85.2% | +67.7% |
| 5Y | +40.9% | -44.7% | +85.5% | +64.3% |
| All | +168.1% | +80.1% | +88.0% | +93.1% |
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 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