+11.2%
MS vs INFQ
-34.4%
+45.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.5% | +0.6% |
| 7D | +0.8% | +10.8% | -10.0% | -0.6% |
| 30D | -0.7% | -15.3% | +14.6% | +0.7% |
| 3M | -12.4% | -20.0% | +7.7% | -10.9% |
| 6M | -1.7% | -22.9% | +21.1% | -2.1% |
| All | +11.2% | -34.4% | +45.6% | +17.0% |
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