-5.7%
HL vs INFQ
-9.1%
+3.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -3.5% |
| 7D | -5.6% | +2.4% | -8.0% | -6.2% |
| 30D | +12.7% | +9.6% | +3.1% | +10.0% |
| 3M | +42.5% | -4.6% | +47.1% | +39.9% |
| 6M | -9.0% | +6.7% | -15.7% | -15.9% |
| All | -5.7% | -9.1% | +3.4% | -10.6% |
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 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