+16.1%
JPM vs INFY
-23.6%
+39.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +4.0% |
| 7D | +3.8% | +1.2% | +2.5% | +3.7% |
| 30D | +6.5% | +13.8% | -7.3% | +5.4% |
| 3M | -1.0% | -2.9% | +1.8% | -0.8% |
| 6M | +15.5% | +2.2% | +13.4% | +14.9% |
| YTD | +11.4% | -29.8% | +41.2% | +13.6% |
| 1Y | +16.1% | -23.3% | +39.3% | +12.2% |
| All | +16.1% | -23.6% | +39.6% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling