+78.9%
INFY vs AEE
+191.1%
-112.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -5.4% | -0.8% | -4.6% | -5.2% |
| 30D | -9.9% | -2.9% | -6.9% | -9.2% |
| 3M | -4.6% | -2.4% | -2.2% | -4.0% |
| 6M | -18.5% | -2.7% | -15.8% | -18.1% |
| YTD | -36.5% | +7.3% | -43.8% | -38.1% |
| 1Y | -32.8% | +7.5% | -40.3% | -34.6% |
| 3Y | -32.2% | +46.2% | -78.4% | -40.7% |
| 5Y | -44.7% | +39.7% | -84.4% | -51.5% |
| All | +78.9% | +191.1% | -112.3% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling