-28.7%
AS vs INFQ
-4.1%
-24.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.3% | -9.1% | -3.4% |
| 7D | -2.6% | +7.6% | -10.3% | -3.3% |
| 30D | -22.1% | +14.7% | -36.8% | -23.4% |
| 3M | -15.3% | -7.8% | -7.6% | -15.2% |
| 6M | -15.6% | +28.0% | -43.6% | -26.3% |
| All | -28.7% | -4.1% | -24.6% | -33.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling