+42.1%
NUE vs INFQ
-7.9%
+50.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.3% | +1.5% |
| 7D | -0.6% | +2.1% | -2.7% | -0.7% |
| 30D | -4.6% | +6.1% | -10.7% | -4.9% |
| 3M | -0.3% | -7.1% | +6.8% | -0.4% |
| 6M | +51.9% | +14.8% | +37.1% | +44.4% |
| All | +42.1% | -7.9% | +50.0% | +39.2% |
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