+340.5%
JCI vs INFY
+80.1%
+260.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.8% | +1.8% |
| 7D | +0.7% | -5.4% | +6.1% | +2.3% |
| 30D | -4.4% | -9.9% | +5.4% | -1.8% |
| 3M | +1.7% | -4.6% | +6.2% | +1.8% |
| 6M | +8.8% | -18.5% | +27.3% | +13.4% |
| YTD | +22.6% | -36.5% | +59.2% | +37.8% |
| 1Y | +36.2% | -32.8% | +69.0% | +48.9% |
| 3Y | +168.0% | -32.2% | +200.2% | +187.3% |
| 5Y | +113.5% | -44.7% | +158.1% | +142.6% |
| All | +340.5% | +80.1% | +260.4% | +237.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 10y: compounded portfolio wealth divided by compounded INFY 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…
10y analysis · Full analysis span regression · 6 months rolling