-4.6%
GFS vs INFQ
-6.9%
+2.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.9% | +4.8% | +2.7% |
| 7D | +4.5% | +4.8% | -0.3% | +3.0% |
| 30D | -8.2% | +13.4% | -21.6% | -11.9% |
| 3M | -38.9% | -3.3% | -35.6% | -40.1% |
| 6M | -2.9% | +13.7% | -16.6% | -14.8% |
| All | -4.6% | -6.9% | +2.4% | -10.8% |
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