-32.2%
INFY vs AME
+59.6%
-91.8%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.3% | -1.8% | +0.8% |
| 7D | -5.4% | +1.7% | -7.1% | -5.7% |
| 30D | -9.9% | -6.4% | -3.4% | -8.6% |
| 3M | -4.6% | +7.1% | -11.7% | -6.6% |
| 6M | -18.5% | +8.2% | -26.6% | -20.7% |
| YTD | -36.5% | +18.2% | -54.7% | -40.1% |
| 1Y | -32.8% | +26.7% | -59.5% | -38.1% |
| 3Y | -32.2% | +60.7% | -92.9% | -43.6% |
| All | -32.2% | +59.6% | -91.8% | -43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling