+48.0%
DOCU vs INFQ
+9.7%
+38.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.8% |
| 7D | +6.9% | +0.4% | +6.5% | +6.9% |
| 30D | +19.0% | +18.4% | +0.6% | +20.4% |
| 3M | +34.3% | -24.2% | +58.5% | +35.1% |
| 6M | +48.0% | +8.9% | +39.1% | +56.6% |
| All | +48.0% | +9.7% | +38.3% | +56.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling