+71.7%
DOCU vs INFQ
-37.6%
+109.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +19.5% | -21.1% | -0.7% |
| 7D | -5.5% | +0.1% | -5.7% | -5.4% |
| 30D | +12.6% | -23.6% | +36.3% | +11.4% |
| 3M | +36.4% | -20.0% | +56.4% | +35.5% |
| 6M | +66.8% | -34.4% | +101.2% | +69.7% |
| All | +71.7% | -37.6% | +109.3% | +83.7% |
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