-13.7%
DG vs INFQ
-4.1%
-9.6%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.3% | -10.3% | -4.1% |
| 7D | -2.5% | +7.6% | -10.1% | -2.6% |
| 30D | +1.0% | +14.7% | -13.7% | +0.6% |
| 3M | +20.3% | -7.8% | +28.1% | +20.7% |
| 6M | -11.7% | +28.0% | -39.8% | -13.5% |
| All | -13.7% | -4.1% | -9.6% | -14.0% |
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