+123.2%
INFY vs JBHT
+192.0%
-68.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -1.8% |
| 7D | -1.1% | +0.4% | -1.6% | -1.3% |
| 30D | +15.5% | -2.0% | +17.4% | +16.0% |
| 3M | -1.1% | -16.3% | +15.2% | +3.7% |
| 6M | -1.3% | -8.2% | +6.9% | 0.0% |
| YTD | -29.0% | +16.3% | -45.3% | -33.6% |
| 1Y | -23.3% | +32.2% | -55.5% | -31.3% |
| 3Y | -17.8% | +34.4% | -52.2% | -29.2% |
| 5Y | -39.4% | +20.3% | -59.8% | -47.1% |
| 10Y | +123.2% | +185.2% | -62.0% | +40.3% |
| All | +123.2% | +192.0% | -68.8% | +40.3% |
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