+51.2%
JD vs INFY
+135.0%
-83.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | -0.2% |
| 7D | -0.8% | -7.2% | +6.5% | +2.1% |
| 30D | -16.0% | -11.2% | -4.9% | -12.3% |
| 3M | -3.2% | -7.4% | +4.2% | -1.3% |
| 6M | +6.1% | -21.3% | +27.3% | +14.5% |
| YTD | -0.1% | -36.2% | +36.1% | +16.6% |
| 1Y | -12.7% | -31.3% | +18.5% | -2.0% |
| 3Y | -6.3% | -31.1% | +24.8% | +3.2% |
| 5Y | -61.3% | -44.9% | -16.5% | -53.6% |
| 10Y | +17.6% | +83.1% | -65.5% | -14.0% |
| All | +51.2% | +135.0% | -83.8% | +11.5% |
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