+71.8%
DOCU vs INFQ
-34.4%
+106.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | -0.3% |
| 7D | -3.4% | +10.8% | -14.1% | -2.7% |
| 30D | +9.3% | -15.3% | +24.6% | +8.7% |
| 3M | +30.2% | -20.0% | +50.2% | +29.4% |
| 6M | +62.1% | -22.9% | +85.0% | +66.4% |
| All | +71.8% | -34.4% | +106.2% | +84.4% |
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