+9.2%
FAST vs INFQ
-4.1%
+13.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.3% | -6.7% | -0.5% |
| 7D | +1.3% | +7.6% | -6.4% | +1.2% |
| 30D | -4.7% | +14.7% | -19.4% | -4.9% |
| 3M | +7.9% | -7.8% | +15.7% | +8.3% |
| 6M | +7.4% | +28.0% | -20.6% | +3.1% |
| All | +9.2% | -4.1% | +13.4% | +4.6% |
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 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