+47.2%
CSCO vs INFQ
-7.9%
+55.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.2% | +3.1% | +4.2% |
| 7D | +2.7% | +2.1% | +0.6% | +2.4% |
| 30D | -9.5% | +6.1% | -15.6% | -10.2% |
| 3M | -7.6% | -7.1% | -0.5% | -7.8% |
| 6M | +44.9% | +14.8% | +30.1% | +37.7% |
| All | +47.2% | -7.9% | +55.2% | +39.2% |
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