-32.2%
INFY vs AEE
+46.3%
-78.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -5.4% | -0.8% | -4.6% | -5.4% |
| 30D | -9.9% | -2.9% | -6.9% | -9.9% |
| 3M | -4.6% | -2.4% | -2.2% | -4.4% |
| 6M | -18.5% | -2.7% | -15.8% | -18.3% |
| YTD | -36.5% | +7.3% | -43.8% | -36.6% |
| 1Y | -32.8% | +7.5% | -40.3% | -32.8% |
| 3Y | -32.2% | +46.2% | -78.4% | -34.1% |
| All | -32.2% | +46.3% | -78.5% | -34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling