+41.9%
AUR vs INFQ
-7.9%
+49.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.3% | +1.2% |
| 7D | +1.4% | +2.1% | -0.7% | +0.8% |
| 30D | -6.4% | +6.1% | -12.6% | -8.4% |
| 3M | +7.7% | -7.1% | +14.8% | +7.0% |
| 6M | +44.5% | +14.8% | +29.7% | +32.6% |
| All | +41.9% | -7.9% | +49.9% | +32.3% |
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