+338.5%
DELL vs INFQ
-9.1%
+347.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.1% | -4.9% |
| 7D | -1.9% | +2.4% | -4.3% | -2.3% |
| 30D | +14.9% | +9.6% | +5.2% | +12.9% |
| 3M | +37.2% | -4.6% | +41.8% | +35.0% |
| 6M | +254.0% | +6.7% | +247.3% | +218.0% |
| All | +338.5% | -9.1% | +347.5% | +270.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling