+83.1%
INFY vs JBHT
+276.8%
-193.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.2% | -5.0% |
| 7D | -7.2% | +7.1% | -14.4% | -9.2% |
| 30D | -11.2% | +2.3% | -13.5% | -12.0% |
| 3M | -7.4% | -4.5% | -2.9% | -6.6% |
| 6M | -21.3% | +29.2% | -50.5% | -28.1% |
| YTD | -36.2% | +42.2% | -78.4% | -43.6% |
| 1Y | -31.3% | +93.7% | -125.0% | -45.7% |
| 3Y | -31.1% | +53.2% | -84.3% | -42.5% |
| 5Y | -44.9% | +62.4% | -107.3% | -56.1% |
| 10Y | +83.1% | +274.7% | -191.6% | +9.0% |
| All | +83.1% | +276.8% | -193.7% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 JBHT 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