+740.5%
INFY vs JBLU
-60.4%
+800.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.4% |
| 7D | -5.4% | -5.0% | -0.4% | -4.5% |
| 30D | -9.9% | -23.9% | +14.0% | -5.2% |
| 3M | -4.6% | -11.6% | +7.1% | -3.3% |
| 6M | -18.5% | -0.2% | -18.2% | -20.4% |
| YTD | -36.5% | -3.3% | -33.2% | -38.2% |
| 1Y | -32.8% | -15.4% | -17.4% | -33.2% |
| 3Y | -32.2% | -14.7% | -17.5% | -39.6% |
| 5Y | -44.7% | -70.0% | +25.3% | -40.8% |
| 10Y | +82.3% | -72.9% | +155.2% | +77.9% |
| All | +740.5% | -60.4% | +800.9% | +443.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling