+2,679.0%
INFY vs JBHT
+4,824.2%
-2,145.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -2.0% |
| 7D | -1.1% | +0.2% | -1.3% | -1.3% |
| 30D | +15.5% | -2.2% | +17.6% | +16.2% |
| 3M | -1.1% | -16.5% | +15.3% | +4.5% |
| 6M | -1.3% | -8.4% | +7.1% | +0.3% |
| YTD | -29.0% | +16.1% | -45.0% | -34.1% |
| 1Y | -23.3% | +31.9% | -55.2% | -32.2% |
| 3Y | -17.8% | +34.1% | -51.9% | -30.6% |
| 5Y | -39.4% | +20.1% | -59.5% | -48.0% |
| 10Y | +123.2% | +184.7% | -61.5% | +31.7% |
| All | +2,679.0% | +4,824.2% | -2,145.1% | +475.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling