+2,383.0%
INFY vs RJF
+4,537.4%
-2,154.5%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -5.4% | -2.7% | -2.7% | -4.3% |
| 30D | -9.9% | -4.3% | -5.6% | -8.3% |
| 3M | -4.6% | +15.7% | -20.3% | -9.9% |
| 6M | -18.5% | +17.8% | -36.3% | -23.8% |
| YTD | -36.5% | +9.2% | -45.7% | -39.0% |
| 1Y | -32.8% | +2.8% | -35.5% | -33.9% |
| 3Y | -32.2% | +69.5% | -101.7% | -46.7% |
| 5Y | -44.7% | +105.9% | -150.6% | -60.8% |
| 10Y | +82.3% | +424.9% | -342.5% | -18.7% |
| All | +2,383.0% | +4,537.4% | -2,154.5% | +291.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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