+78.9%
INFY vs AEIS
+562.2%
-483.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.9% | -3.5% | +0.6% |
| 7D | -5.4% | +2.3% | -7.6% | -5.8% |
| 30D | -9.9% | -14.8% | +5.0% | -7.6% |
| 3M | -4.6% | -15.6% | +11.0% | -3.9% |
| 6M | -18.5% | -8.7% | -9.8% | -20.8% |
| YTD | -36.5% | +37.3% | -73.9% | -44.8% |
| 1Y | -32.8% | +80.3% | -113.1% | -45.9% |
| 3Y | -32.2% | +177.9% | -210.1% | -53.2% |
| 5Y | -44.7% | +235.8% | -280.5% | -64.6% |
| All | +78.9% | +562.2% | -483.3% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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