+9.4%
MAS vs INFQ
-37.6%
+47.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +19.5% | -21.4% | -2.8% |
| 7D | +2.0% | +0.1% | +1.8% | +1.9% |
| 30D | +19.4% | -23.6% | +43.0% | +20.9% |
| 3M | +9.4% | -20.0% | +29.4% | +10.1% |
| 6M | +15.3% | -34.4% | +49.7% | +14.4% |
| All | +9.4% | -37.6% | +47.0% | +4.8% |
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 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