-18.4%
LDOS vs INFQ
-40.5%
+22.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.4% | -0.5% |
| 7D | -1.6% | -4.6% | +3.0% | -1.6% |
| 30D | +8.2% | -6.9% | +15.2% | +8.3% |
| 3M | -8.2% | -30.4% | +22.2% | -8.1% |
| 6M | +5.8% | -36.2% | +42.0% | +6.7% |
| All | -18.4% | -40.5% | +22.1% | -21.3% |
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