+163.4%
JPM vs INFY
-31.8%
+195.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.5% |
| 7D | -0.7% | -5.4% | +4.7% | +0.3% |
| 30D | -2.5% | -9.9% | +7.4% | -0.7% |
| 3M | +14.1% | -4.6% | +18.7% | +14.5% |
| 6M | +25.1% | -18.5% | +43.6% | +29.2% |
| YTD | +12.1% | -36.5% | +48.7% | +21.6% |
| 1Y | +18.8% | -32.8% | +51.6% | +26.1% |
| 3Y | +163.4% | -32.2% | +195.6% | +175.5% |
| All | +163.4% | -31.8% | +195.2% | +175.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling