+66.2%
BTDR vs INFQ
+26.0%
+40.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.2% | -1.0% |
| 7D | +14.8% | +4.8% | +10.0% | +11.8% |
| 30D | +41.8% | +13.4% | +28.4% | +32.3% |
| 3M | -29.2% | -3.3% | -25.9% | -30.6% |
| 6M | +66.2% | +13.7% | +52.5% | +43.1% |
| All | +66.2% | +26.0% | +40.1% | +43.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling