+97.0%
INFL vs SPY
+79.8%
+17.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.9% |
| 7D | -1.9% | -2.0% | +0.1% | -0.5% |
| 30D | +2.7% | -1.7% | +4.3% | +3.9% |
| 3M | +10.1% | +4.7% | +5.4% | +6.4% |
| 6M | +3.6% | +12.5% | -8.9% | -5.0% |
| YTD | +23.3% | +11.7% | +11.5% | +13.6% |
| 1Y | +26.8% | +17.5% | +9.3% | +12.6% |
| 3Y | +83.3% | +76.6% | +6.7% | +20.2% |
| 5Y | +97.0% | +82.0% | +15.0% | +24.7% |
| All | +97.0% | +79.8% | +17.3% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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