-45.1%
INFQ vs PLTD
-40.0%
-5.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | +2.3% |
| 7D | -11.1% | +14.4% | -25.6% | -6.3% |
| 30D | -32.4% | +8.6% | -41.0% | -29.3% |
| 3M | -25.3% | -9.2% | -16.1% | -25.9% |
| 6M | -30.3% | -29.5% | -0.8% | -33.6% |
| All | -45.1% | -40.0% | -5.1% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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