-32.2%
INFY vs AEIS
+173.7%
-205.9%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.9% | -3.5% | +1.3% |
| 7D | -5.4% | +2.3% | -7.6% | -5.5% |
| 30D | -9.9% | -14.8% | +5.0% | -9.5% |
| 3M | -4.6% | -15.6% | +11.0% | -4.4% |
| 6M | -18.5% | -8.7% | -9.8% | -20.0% |
| YTD | -36.5% | +37.3% | -73.9% | -42.5% |
| 1Y | -32.8% | +80.3% | -113.1% | -42.7% |
| 3Y | -32.2% | +177.9% | -210.1% | -51.0% |
| All | -32.2% | +173.7% | -205.9% | -51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling