+6.4%
COMP vs INFQ
-4.1%
+10.6%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +6.3% | -9.6% | -4.6% |
| 7D | +4.1% | +7.6% | -3.6% | +2.5% |
| 30D | -14.5% | +14.7% | -29.2% | -17.6% |
| 3M | +41.8% | -7.8% | +49.6% | +40.7% |
| 6M | +23.6% | +28.0% | -4.5% | +3.8% |
| All | +6.4% | -4.1% | +10.6% | -0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling