+20.7%
BAC vs INFQ
-6.9%
+27.7%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.4% | +0.6% |
| 7D | +0.6% | +4.8% | -4.2% | +0.4% |
| 30D | -1.4% | +13.4% | -14.8% | -2.2% |
| 3M | +15.7% | -3.3% | +19.0% | +15.1% |
| 6M | +32.2% | +13.7% | +18.5% | +26.5% |
| All | +20.7% | -6.9% | +27.7% | +22.0% |
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