+284.8%
JCI vs INFY
+2,974.7%
-2,689.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.6% |
| 7D | +4.1% | -8.7% | +12.8% | +6.1% |
| 30D | -3.8% | -13.0% | +9.1% | -1.0% |
| 3M | -1.6% | -8.8% | +7.1% | -0.5% |
| 6M | +9.5% | -22.6% | +32.1% | +14.2% |
| YTD | +21.7% | -37.3% | +59.1% | +32.3% |
| 1Y | +37.1% | -33.4% | +70.5% | +46.5% |
| 3Y | +165.2% | -32.3% | +197.5% | +180.2% |
| 5Y | +110.3% | -45.2% | +155.5% | +131.6% |
| 10Y | +341.0% | +80.0% | +261.0% | +265.8% |
| All | +284.8% | +2,974.7% | -2,689.9% | +111.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling