-11.9%
GIS vs INFQ
-9.8%
-2.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.4% |
| 7D | -7.8% | +0.4% | -8.2% | -7.8% |
| 30D | +6.6% | +18.4% | -11.9% | +7.1% |
| 3M | +21.0% | -24.2% | +45.2% | +21.2% |
| 6M | -9.1% | +8.9% | -18.0% | -9.4% |
| All | -11.9% | -9.8% | -2.1% | -14.5% |
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