+5.0%
NSC vs INFQ
-34.4%
+39.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.9% | +0.6% |
| 7D | -3.4% | +10.8% | -14.2% | -3.2% |
| 30D | +3.6% | -15.3% | +18.9% | +3.4% |
| 3M | -1.4% | -20.0% | +18.6% | -1.6% |
| 6M | +6.0% | -22.9% | +28.8% | +5.3% |
| All | +5.0% | -34.4% | +39.4% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling