-1.5%
AG vs INFQ
-6.9%
+5.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +2.7% |
| 7D | -0.1% | +4.8% | -4.9% | -1.2% |
| 30D | +12.5% | +13.4% | -1.0% | +9.1% |
| 3M | +28.2% | -3.3% | +31.4% | +25.3% |
| 6M | -18.8% | +13.7% | -32.6% | -26.8% |
| All | -1.5% | -6.9% | +5.4% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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