+192.5%
JNJ vs INFY
+80.1%
+112.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | -3.5% | -5.4% | +1.9% | -2.8% |
| 30D | +2.3% | -9.9% | +12.2% | +3.7% |
| 3M | +12.0% | -4.6% | +16.6% | +12.5% |
| 6M | +10.5% | -18.5% | +28.9% | +13.0% |
| YTD | +30.4% | -36.5% | +66.9% | +37.5% |
| 1Y | +52.1% | -32.8% | +84.9% | +58.7% |
| 3Y | +77.8% | -32.2% | +110.0% | +82.7% |
| 5Y | +82.9% | -44.7% | +127.6% | +92.4% |
| All | +192.5% | +80.1% | +112.4% | +134.4% |
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 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