-44.6%
INFY vs JBLU
-70.3%
+25.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.4% |
| 7D | -5.4% | -5.0% | -0.4% | -4.8% |
| 30D | -9.9% | -23.9% | +14.0% | -7.0% |
| 3M | -4.6% | -11.6% | +7.1% | -3.7% |
| 6M | -18.5% | -0.2% | -18.2% | -19.7% |
| YTD | -36.5% | -3.3% | -33.2% | -37.5% |
| 1Y | -32.8% | -15.4% | -17.4% | -32.9% |
| 3Y | -32.2% | -14.7% | -17.5% | -37.8% |
| All | -44.6% | -70.3% | +25.6% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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