+32.1%
AMAT vs INFQ
-4.1%
+36.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.3% | -2.3% | +2.7% |
| 7D | +7.0% | +7.6% | -0.6% | +5.5% |
| 30D | -12.2% | +14.7% | -26.9% | -14.8% |
| 3M | -3.8% | -7.8% | +3.9% | -5.8% |
| 6M | +45.9% | +28.0% | +17.9% | +29.6% |
| All | +32.1% | -4.1% | +36.3% | +29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling