-30.9%
MTZ vs INFQ
-38.7%
+7.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -7.3% | +5.2% | -0.8% |
| 7D | +16.5% | +17.3% | -0.9% | +13.2% |
| 30D | -10.2% | -13.6% | +3.4% | -8.7% |
| 3M | -34.2% | -29.4% | -4.8% | -31.1% |
| 6M | -56.0% | -33.4% | -22.6% | -55.1% |
| All | -30.9% | -38.7% | +7.8% | -30.1% |
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