-34.5%
FPS vs INFQ
-40.5%
+6.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.7% | +1.0% |
| 7D | +13.6% | -4.6% | +18.2% | +16.2% |
| 30D | -32.4% | -6.9% | -25.4% | -30.0% |
| 3M | -41.1% | -30.4% | -10.7% | -33.7% |
| 6M | -51.4% | -36.2% | -15.2% | -47.9% |
| All | -34.5% | -40.5% | +6.0% | -21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling