+72.7%
ILMN vs INFQ
-9.1%
+81.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.4% | -1.7% |
| 7D | -9.2% | +2.4% | -11.6% | -9.3% |
| 30D | +4.4% | +9.6% | -5.3% | +3.9% |
| 3M | +23.9% | -4.6% | +28.4% | +23.4% |
| 6M | +64.5% | +6.7% | +57.8% | +58.9% |
| All | +72.7% | -9.1% | +81.8% | +62.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling