+76.0%
ILMN vs INFQ
-6.9%
+82.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | +0.1% | -2.7% |
| 7D | -3.9% | +4.8% | -8.7% | -4.1% |
| 30D | +6.9% | +13.4% | -6.5% | +6.3% |
| 3M | +28.1% | -3.3% | +31.4% | +27.5% |
| 6M | +65.0% | +13.7% | +51.2% | +59.9% |
| All | +76.0% | -6.9% | +82.9% | +65.5% |
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