-42.6%
INFY vs GLDM
+143.3%
-185.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.2% |
| 7D | -2.9% | -0.5% | -2.4% | -2.9% |
| 30D | -6.2% | +4.4% | -10.7% | -6.3% |
| 3M | -4.9% | -1.1% | -3.8% | -4.7% |
| 6M | -16.6% | -13.7% | -2.9% | -16.1% |
| YTD | -32.9% | +2.8% | -35.7% | -33.1% |
| 1Y | -26.9% | +24.8% | -51.7% | -28.3% |
| 3Y | -26.6% | +127.8% | -154.4% | -33.6% |
| All | -42.6% | +143.3% | -185.9% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 5y: compounded portfolio wealth divided by compounded GLDM 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…
5y analysis · Full analysis span regression · 6 months rolling