+700.9%
GLD vs INFY
+373.9%
+327.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -4.6% | -1.7% | -2.9% | -4.5% |
| 30D | -5.5% | +7.1% | -12.5% | -5.7% |
| 3M | -10.9% | -1.0% | -9.9% | -10.9% |
| 6M | -17.4% | +5.9% | -23.3% | -17.7% |
| YTD | -10.3% | -29.5% | +19.2% | -9.5% |
| 1Y | -7.2% | -26.0% | +18.8% | -6.5% |
| 3Y | +96.9% | -19.4% | +116.3% | +97.2% |
| 5Y | +103.8% | -40.9% | +144.7% | +105.9% |
| 10Y | +203.5% | +121.9% | +81.7% | +188.7% |
| All | +700.9% | +373.9% | +327.0% | +610.8% |
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