+15.0%
MS vs INFQ
-39.9%
+54.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.8% | +4.1% |
| 7D | +2.6% | -11.1% | +13.8% | +4.0% |
| 30D | +2.6% | -32.4% | +35.0% | +7.0% |
| 3M | -10.1% | -25.3% | +15.2% | -7.6% |
| 6M | +4.4% | -30.3% | +34.7% | +5.4% |
| All | +15.0% | -39.9% | +54.9% | +22.6% |
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