+800.7%
GLD vs INFY
+329.2%
+471.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.1% | -1.6% |
| 7D | +0.7% | -7.2% | +8.0% | +1.0% |
| 30D | +0.3% | -11.2% | +11.5% | +0.7% |
| 3M | +0.6% | -7.4% | +8.0% | +0.8% |
| 6M | -15.6% | -21.3% | +5.7% | -15.0% |
| YTD | +0.9% | -36.2% | +37.1% | +2.2% |
| 1Y | +19.4% | -31.3% | +50.6% | +20.6% |
| 3Y | +124.5% | -31.1% | +155.5% | +126.1% |
| 5Y | +138.9% | -44.9% | +183.8% | +142.1% |
| 10Y | +213.3% | +83.1% | +130.2% | +200.2% |
| All | +800.7% | +329.2% | +471.5% | +702.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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