-17.2%
HD vs INFQ
-6.9%
-10.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -1.0% |
| 7D | -1.8% | +4.8% | -6.6% | -1.9% |
| 30D | -10.8% | +13.4% | -24.3% | -11.3% |
| 3M | -2.7% | -3.3% | +0.6% | -3.1% |
| 6M | -10.3% | +13.7% | -24.0% | -15.4% |
| All | -17.2% | -6.9% | -10.2% | -22.3% |
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