-9.2%
DPZ vs INFQ
-38.7%
+29.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -7.3% | +8.7% | +0.9% |
| 7D | -2.5% | +17.3% | -19.8% | -1.2% |
| 30D | +12.5% | -13.6% | +26.1% | +12.0% |
| 3M | -5.2% | -29.4% | +24.2% | -6.8% |
| 6M | +8.8% | -33.4% | +42.1% | +7.1% |
| All | -9.2% | -38.7% | +29.5% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling