-8.2%
FPS vs INFQ
-6.9%
-1.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.2% | -3.2% |
| 7D | +5.3% | +4.8% | +0.5% | +3.9% |
| 30D | -17.6% | +13.4% | -31.0% | -20.9% |
| 3M | -45.8% | -3.3% | -42.5% | -47.3% |
| 6M | -10.1% | +13.7% | -23.8% | -20.0% |
| All | -8.2% | -6.9% | -1.2% | -5.1% |
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