+39.9%
LLY vs INFQ
-40.5%
+80.4%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.1% | +1.3% |
| 7D | +6.7% | -4.6% | +11.4% | +6.8% |
| 30D | +19.6% | -6.9% | +26.5% | +19.6% |
| 3M | +19.7% | -30.4% | +50.1% | +20.1% |
| 6M | +42.7% | -36.2% | +78.9% | +42.6% |
| All | +39.9% | -40.5% | +80.4% | +33.3% |
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