-5.7%
MDB vs INFQ
-40.5%
+34.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.2% | -1.1% |
| 7D | +6.8% | -4.6% | +11.4% | +7.6% |
| 30D | -6.2% | -6.9% | +0.7% | -5.3% |
| 3M | -29.2% | -30.4% | +1.1% | -25.8% |
| 6M | +10.3% | -36.2% | +46.5% | +20.0% |
| All | -5.7% | -40.5% | +34.8% | +4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling