+2,347.1%
INFY vs JBL
+2,000.9%
+346.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.7% |
| 7D | -9.8% | -1.0% | -8.7% | -9.5% |
| 30D | -13.4% | -15.1% | +1.7% | -9.2% |
| 3M | -7.2% | -14.0% | +6.8% | -4.6% |
| 6M | -20.6% | +20.6% | -41.2% | -28.1% |
| YTD | -37.5% | +32.9% | -70.3% | -45.4% |
| 1Y | -33.4% | +40.5% | -73.9% | -43.4% |
| 3Y | -32.4% | +183.7% | -216.2% | -57.4% |
| 5Y | -45.5% | +388.3% | -433.8% | -72.1% |
| 10Y | +79.7% | +1,464.9% | -1,385.2% | -42.7% |
| All | +2,347.1% | +2,000.9% | +346.2% | +336.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling