-39.3%
INFY vs GLDM
+121.8%
-161.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.3% |
| 7D | -0.4% | +4.7% | -5.1% | -0.4% |
| 30D | +18.5% | -0.9% | +19.3% | +18.5% |
| 3M | +1.1% | -4.3% | +5.4% | +1.2% |
| 6M | +1.0% | -13.4% | +14.4% | +1.4% |
| YTD | -28.3% | -5.8% | -22.5% | -28.5% |
| 1Y | -21.1% | +2.1% | -23.1% | -21.6% |
| 3Y | -19.5% | +105.0% | -124.6% | -27.3% |
| All | -39.3% | +121.8% | -161.0% | -48.6% |
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