-16.6%
ORCL vs INFQ
-38.7%
+22.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.3% | +6.3% | +0.7% |
| 7D | +10.4% | +17.3% | -7.0% | +6.0% |
| 30D | -11.2% | -13.6% | +2.3% | -8.9% |
| 3M | -16.8% | -29.4% | +12.6% | -11.6% |
| 6M | -31.5% | -33.4% | +1.9% | -27.9% |
| All | -16.6% | -38.7% | +22.2% | -14.3% |
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 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