+1,131.0%
IJR vs INFY
+292.9%
+838.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.1% |
| 7D | -2.2% | -5.4% | +3.2% | -0.7% |
| 30D | -4.6% | -9.9% | +5.3% | -2.0% |
| 3M | +0.2% | -4.6% | +4.8% | +0.6% |
| 6M | +14.7% | -18.5% | +33.2% | +19.6% |
| YTD | +18.9% | -36.5% | +55.4% | +32.0% |
| 1Y | +19.9% | -32.8% | +52.7% | +30.6% |
| 3Y | +53.0% | -32.2% | +85.2% | +64.8% |
| 5Y | +40.9% | -44.7% | +85.5% | +58.6% |
| 10Y | +171.1% | +82.3% | +88.8% | +117.5% |
| All | +1,131.0% | +292.9% | +838.2% | +572.9% |
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