+13.8%
LYB vs INFQ
-47.8%
+61.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -13.1% | +11.0% | -3.2% |
| 7D | -5.7% | -21.1% | +15.4% | -7.5% |
| 30D | +4.6% | -40.7% | +45.3% | +0.3% |
| 3M | +5.5% | -31.4% | +36.9% | +3.0% |
| 6M | -19.1% | -38.5% | +19.4% | -18.0% |
| All | +13.8% | -47.8% | +61.5% | +7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling