+144.6%
MU vs INFQ
-9.1%
+153.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.3% | -2.6% | -4.3% |
| 7D | +2.0% | +2.4% | -0.4% | +1.3% |
| 30D | +12.5% | +9.6% | +2.9% | +9.5% |
| 3M | +9.6% | -4.6% | +14.2% | +6.4% |
| 6M | +142.6% | +6.7% | +135.9% | +128.7% |
| All | +144.6% | -9.1% | +153.7% | +145.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling