+1.1%
DIS vs INFQ
-9.1%
+10.2%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.8% | +1.6% |
| 7D | -1.3% | +2.4% | -3.6% | -1.3% |
| 30D | +2.2% | +9.6% | -7.4% | +1.6% |
| 3M | +8.1% | -4.6% | +12.7% | +8.3% |
| 6M | +5.2% | +6.7% | -1.4% | +3.9% |
| All | +1.1% | -9.1% | +10.2% | -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