+78.9%
INFY vs AIG
+66.2%
+12.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.3% |
| 7D | -5.4% | -1.2% | -4.2% | -5.0% |
| 30D | -9.9% | -1.1% | -8.8% | -9.6% |
| 3M | -4.6% | +0.7% | -5.2% | -4.6% |
| 6M | -18.5% | -2.2% | -16.3% | -17.9% |
| YTD | -36.5% | -10.8% | -25.7% | -34.6% |
| 1Y | -32.8% | -2.0% | -30.7% | -32.7% |
| 3Y | -32.2% | +34.8% | -67.0% | -39.0% |
| 5Y | -44.7% | +55.0% | -99.7% | -53.2% |
| All | +78.9% | +66.2% | +12.7% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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