-10.8%
GLD vs INFQ
-4.1%
-6.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.3% | -8.0% | -2.2% |
| 7D | +0.7% | +7.6% | -6.9% | +0.2% |
| 30D | +0.3% | +14.7% | -14.4% | -0.7% |
| 3M | +0.6% | -7.8% | +8.4% | +0.2% |
| 6M | -15.6% | +28.0% | -43.6% | -17.5% |
| All | -10.8% | -4.1% | -6.7% | -13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling