-23.3%
INFY vs AME
+21.1%
-44.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.6% | +7.2% | +1.6% |
| 7D | +1.2% | -4.4% | +5.7% | +0.3% |
| 30D | +13.8% | -5.9% | +19.6% | +12.6% |
| 3M | -2.9% | -6.5% | +3.7% | -3.7% |
| 6M | +2.2% | +3.2% | -1.0% | +2.1% |
| YTD | -29.8% | +16.0% | -45.8% | -31.1% |
| 1Y | -23.3% | +20.4% | -43.7% | -26.2% |
| All | -23.3% | +21.1% | -44.4% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 1y: compounded portfolio wealth divided by compounded AME 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…
1y analysis · Full analysis span regression · 6 months rolling