+152.5%
JPM vs INFY
-44.9%
+197.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.4% |
| 7D | -0.7% | -5.4% | +4.7% | +0.7% |
| 30D | -2.5% | -9.9% | +7.4% | 0.0% |
| 3M | +14.1% | -4.6% | +18.7% | +14.7% |
| 6M | +25.1% | -18.5% | +43.6% | +30.5% |
| YTD | +12.1% | -36.5% | +48.7% | +24.8% |
| 1Y | +18.8% | -32.8% | +51.6% | +29.0% |
| 3Y | +163.4% | -32.2% | +195.6% | +179.1% |
| All | +152.5% | -44.9% | +197.4% | +184.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling