+185.3%
HPE vs INFQ
-7.9%
+193.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.2% | +11.2% | +12.1% |
| 7D | +19.4% | +2.1% | +17.3% | +18.9% |
| 30D | +5.6% | +6.1% | -0.5% | +3.7% |
| 3M | +33.1% | -7.1% | +40.1% | +31.9% |
| 6M | +192.5% | +14.8% | +177.7% | +165.3% |
| All | +185.3% | -7.9% | +193.2% | +167.0% |
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