-7.1%
MOS vs INFQ
-4.1%
-2.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.3% | -3.7% | +2.4% |
| 7D | +7.1% | +7.6% | -0.6% | +6.7% |
| 30D | +15.0% | +14.7% | +0.4% | +14.4% |
| 3M | +24.1% | -7.8% | +31.9% | +24.2% |
| 6M | +2.7% | +28.0% | -25.3% | -1.8% |
| All | -7.1% | -4.1% | -2.9% | -18.9% |
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