-29.4%
BA vs INFQ
-32.2%
+2.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.7% | -9.2% | -1.0% |
| 7D | -1.7% | +18.5% | -20.2% | -2.7% |
| 30D | -9.5% | -12.5% | +3.0% | -8.8% |
| 3M | -26.5% | -18.9% | -7.6% | -25.8% |
| 6M | -27.4% | -20.3% | -7.1% | -28.2% |
| All | -29.4% | -32.2% | +2.8% | -33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling