Backtest · 3Y lookback
What if you’d followed YieldIQ’s framework 3 years ago?
A hypothetical illustration. Each year, an equal-weighted basket of the top 5 names in the YieldIQ-50 universe by margin of safety at year-start, held for 12 months, settled at year-end.
What the YIQ-50 backtest measures
An indexed equity curve of YieldIQ’s 50-stock canary basket against a Nifty proxy, rebalanced annually. Use it to gauge whether the engine’s fair-value picks have compounded ahead of or behind the broad market.
Methodology & limitations
Universe. The 50 stocks currently featured by YieldIQ as the curated YieldIQ-50 (canary set). The universe is the CURRENT basket, not the basket as it existed historically — survivorship bias is present.
Rotation. Each year we pick the top 5 by margin-of-safety at year-start, equal-weight them, and settle at year-end. The cycle repeats annually.
Benchmark. Nifty 50 proxy basket. Index ETF data is not directly cached; the proxy is an equal-weighted basket of the Nifty 50’s top 5 by index weight.
Data source for picks. Fair-value history rows used where available; deterministic large-cap slice as fallback.
Costs. Trading costs, taxes (STT, STCG/LTCG), and slippage are NOT modelled. Real-world net returns would be lower.
Survivorship. Universe membership is current; no de-listings reconstructed.
Disclosure
Hypothetical results based on backtesting methodology. Past returns are not indicative of future results.
This page is for educational illustration only. This is not investment advice. YieldIQ is not SEBI-registered as an investment adviser or research analyst.
For methodology details see /methodology.