-18.5%
HD vs INFQ
-9.1%
-9.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.7% | -1.5% |
| 7D | -3.9% | +2.4% | -6.3% | -4.0% |
| 30D | -13.1% | +9.6% | -22.8% | -13.4% |
| 3M | -3.4% | -4.6% | +1.1% | -3.9% |
| 6M | -12.6% | +6.7% | -19.2% | -17.5% |
| All | -18.5% | -9.1% | -9.4% | -23.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling