-12.4%
INFQ vs PLTD
-38.8%
+26.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.0% | +7.0% |
| 7D | +7.6% | +4.5% | +3.1% | +9.3% |
| 30D | +14.7% | -0.7% | +15.4% | +14.7% |
| 3M | -7.8% | -31.0% | +23.3% | -15.3% |
| 6M | +28.0% | -24.8% | +52.9% | +22.6% |
| All | -12.4% | -38.8% | +26.4% | -23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling