+78.9%
INFY vs JBL
+1,558.3%
-1,479.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.0% | -3.6% | +0.3% |
| 7D | -5.4% | +2.4% | -7.8% | -6.0% |
| 30D | -9.9% | -13.1% | +3.3% | -7.0% |
| 3M | -4.6% | -15.6% | +11.0% | -1.8% |
| 6M | -18.5% | +24.6% | -43.0% | -25.7% |
| YTD | -36.5% | +39.6% | -76.1% | -44.2% |
| 1Y | -32.8% | +48.6% | -81.4% | -42.3% |
| 3Y | -32.2% | +197.3% | -229.5% | -55.5% |
| 5Y | -44.7% | +413.0% | -457.7% | -70.8% |
| All | +78.9% | +1,558.3% | -1,479.5% | -34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling