+27.2%
BP vs INFQ
-9.1%
+36.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.1% | +0.8% |
| 7D | +5.7% | +2.4% | +3.4% | +5.9% |
| 30D | +8.1% | +9.6% | -1.6% | +8.8% |
| 3M | +8.6% | -4.6% | +13.2% | +9.4% |
| 6M | +18.1% | +6.7% | +11.5% | +21.3% |
| All | +27.2% | -9.1% | +36.3% | +27.0% |
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 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