+2,723.9%
INFY vs JBHT
+4,877.2%
-2,153.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | +5.5% | +0.9% | +4.6% | +5.1% |
| 30D | +17.3% | -1.1% | +18.4% | +17.6% |
| 3M | +0.2% | -14.8% | +15.0% | +5.2% |
| 6M | +0.3% | -7.4% | +7.7% | +1.5% |
| YTD | -27.8% | +17.3% | -45.1% | -33.3% |
| 1Y | -23.3% | +35.3% | -58.6% | -32.8% |
| 3Y | -17.8% | +33.9% | -51.8% | -30.6% |
| 5Y | -37.5% | +22.5% | -60.1% | -46.8% |
| 10Y | +128.4% | +181.3% | -53.0% | +35.4% |
| All | +2,723.9% | +4,877.2% | -2,153.3% | +482.5% |
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