+338.7%
AEM vs INFY
-31.8%
+370.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.8% |
| 7D | -2.1% | -5.4% | +3.3% | -2.0% |
| 30D | +8.4% | -9.9% | +18.3% | +8.7% |
| 3M | +27.3% | -4.6% | +31.9% | +27.4% |
| 6M | -9.7% | -18.5% | +8.8% | -9.0% |
| YTD | +19.0% | -36.5% | +55.5% | +20.3% |
| 1Y | +31.5% | -32.8% | +64.2% | +32.5% |
| 3Y | +338.7% | -32.2% | +370.9% | +329.7% |
| All | +338.7% | -31.8% | +370.5% | +329.7% |
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