+12.0%
DAL vs INFQ
-6.9%
+19.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.7% | +0.1% |
| 7D | +0.8% | +4.8% | -4.0% | +0.2% |
| 30D | -11.7% | +13.4% | -25.2% | -13.4% |
| 3M | -2.7% | -3.3% | +0.5% | -3.9% |
| 6M | +30.7% | +13.7% | +16.9% | +18.7% |
| All | +12.0% | -6.9% | +19.0% | +10.9% |
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