-23.3%
INFY vs JBL
+20.8%
-44.1%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.8% | +7.4% | +2.1% |
| 7D | +1.2% | -11.1% | +12.4% | +0.1% |
| 30D | +13.8% | -14.1% | +27.8% | +12.5% |
| 3M | -2.9% | -23.9% | +21.1% | -4.8% |
| 6M | +2.2% | -24.1% | +26.3% | -0.6% |
| YTD | -29.8% | +13.5% | -43.3% | -37.3% |
| 1Y | -23.3% | +23.7% | -47.0% | -33.0% |
| All | -23.3% | +20.8% | -44.1% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 1y: compounded portfolio wealth divided by compounded JBL 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…
1y analysis · Full analysis span regression · 6 months rolling