+25.7%
MA vs INFQ
-38.7%
+64.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.3% | +6.1% | -1.3% |
| 7D | -0.5% | +17.3% | -17.8% | -0.3% |
| 30D | +7.9% | -13.6% | +21.5% | +7.8% |
| 3M | +16.8% | -29.4% | +46.1% | +16.4% |
| 6M | +31.0% | -33.4% | +64.3% | +29.5% |
| All | +25.7% | -38.7% | +64.4% | +26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling