+2,524.3%
INFY vs JBHT
+5,909.7%
-3,385.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.8% | -6.0% | -4.2% |
| 7D | -2.9% | +4.9% | -7.8% | -4.6% |
| 30D | -6.2% | +0.6% | -6.8% | -6.7% |
| 3M | -4.9% | -3.2% | -1.7% | -4.4% |
| 6M | -16.6% | +17.0% | -33.5% | -22.2% |
| YTD | -32.9% | +41.7% | -74.6% | -41.8% |
| 1Y | -26.9% | +90.0% | -116.9% | -43.9% |
| 3Y | -26.6% | +47.0% | -73.6% | -39.8% |
| 5Y | -44.1% | +58.3% | -102.4% | -56.4% |
| 10Y | +90.0% | +273.9% | -183.9% | +1.9% |
| All | +2,524.3% | +5,909.7% | -3,385.4% | +408.8% |
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