-16.9%
INFQ vs PLTU
+25.9%
-42.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.1% | -1.5% |
| 7D | +2.4% | -17.7% | +20.1% | +5.6% |
| 30D | +9.6% | -12.5% | +22.2% | +11.2% |
| 3M | -4.6% | +39.5% | -44.1% | -13.9% |
| 6M | +6.7% | -7.0% | +13.6% | +0.5% |
| All | -16.9% | +25.9% | -42.8% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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