+336.6%
INFY vs IAU
+867.6%
-530.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.9% |
| 7D | -8.7% | +0.2% | -8.9% | -8.7% |
| 30D | -13.0% | +0.2% | -13.2% | -13.0% |
| 3M | -8.8% | +3.3% | -12.0% | -9.2% |
| 6M | -22.6% | -14.6% | -8.0% | -21.3% |
| YTD | -37.3% | +1.9% | -39.2% | -37.8% |
| 1Y | -33.4% | +20.9% | -54.2% | -35.5% |
| 3Y | -32.3% | +127.5% | -159.8% | -40.2% |
| 5Y | -45.2% | +141.9% | -187.2% | -52.2% |
| 10Y | +80.0% | +222.8% | -142.7% | +51.1% |
| All | +336.6% | +867.6% | -530.9% | +192.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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