-20.7%
GLD vs INFQ
-40.5%
+19.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.0% | +0.4% |
| 7D | -4.6% | -4.6% | 0.0% | -4.3% |
| 30D | -5.5% | -6.9% | +1.5% | -5.2% |
| 3M | -10.9% | -30.4% | +19.5% | -9.0% |
| 6M | -17.4% | -36.2% | +18.8% | -16.0% |
| All | -20.7% | -40.5% | +19.8% | -20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling