+1,110.6%
JNJ vs INFY
+2,969.1%
-1,858.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -4.3% | -9.8% | +5.4% | -3.6% |
| 30D | +3.0% | -13.4% | +16.4% | +4.1% |
| 3M | +12.2% | -7.2% | +19.5% | +12.7% |
| 6M | +10.5% | -20.6% | +31.1% | +12.0% |
| YTD | +30.8% | -37.5% | +68.2% | +34.6% |
| 1Y | +54.9% | -33.4% | +88.3% | +58.6% |
| 3Y | +80.7% | -32.4% | +113.1% | +84.0% |
| 5Y | +83.4% | -45.5% | +128.9% | +88.7% |
| 10Y | +195.7% | +79.7% | +116.0% | +177.3% |
| All | +1,110.6% | +2,969.1% | -1,858.5% | +1,014.9% |
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