+4,337.4%
AEM vs INFY
+2,969.1%
+1,368.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | -5.0% | -9.8% | +4.7% | -4.3% |
| 30D | +8.5% | -13.4% | +21.9% | +9.6% |
| 3M | +29.3% | -7.2% | +36.5% | +29.7% |
| 6M | -12.9% | -20.6% | +7.7% | -11.7% |
| YTD | +16.8% | -37.5% | +54.2% | +20.3% |
| 1Y | +29.8% | -33.4% | +63.2% | +32.9% |
| 3Y | +336.7% | -32.4% | +369.2% | +344.9% |
| 5Y | +299.9% | -45.5% | +345.4% | +312.1% |
| 10Y | +362.2% | +79.7% | +282.5% | +333.1% |
| All | +4,337.4% | +2,969.1% | +1,368.4% | +4,673.6% |
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