-44.6%
INFY vs JBL
+409.3%
-453.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.0% | -3.6% | +0.7% |
| 7D | -5.4% | +2.4% | -7.8% | -5.8% |
| 30D | -9.9% | -13.1% | +3.3% | -8.0% |
| 3M | -4.6% | -15.6% | +11.0% | -2.5% |
| 6M | -18.5% | +24.6% | -43.0% | -24.2% |
| YTD | -36.5% | +39.6% | -76.1% | -42.7% |
| 1Y | -32.8% | +48.6% | -81.4% | -40.4% |
| 3Y | -32.2% | +197.3% | -229.5% | -52.3% |
| All | -44.6% | +409.3% | -453.9% | -69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling