+2,351.6%
INFY vs AEIS
+1,095.5%
+1,256.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.5% |
| 7D | -8.7% | +6.5% | -15.2% | -10.2% |
| 30D | -13.0% | -9.2% | -3.8% | -11.4% |
| 3M | -8.8% | -8.3% | -0.4% | -10.1% |
| 6M | -22.6% | -6.3% | -16.2% | -25.6% |
| YTD | -37.3% | +36.5% | -73.8% | -46.2% |
| 1Y | -33.4% | +84.8% | -118.1% | -47.8% |
| 3Y | -32.3% | +176.6% | -208.9% | -54.4% |
| 5Y | -45.2% | +237.1% | -282.3% | -65.9% |
| 10Y | +80.0% | +554.7% | -474.7% | -16.7% |
| All | +2,351.6% | +1,095.5% | +1,256.1% | +553.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling