-31.5%
ORCL vs INFQ
-32.8%
+1.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.3% | +6.3% | +0.9% |
| 7D | +10.4% | +17.3% | -7.0% | +5.2% |
| 30D | -11.2% | -13.6% | +2.3% | -8.4% |
| 3M | -16.8% | -29.4% | +12.6% | -10.7% |
| 6M | -31.5% | -33.4% | +1.9% | -29.2% |
| All | -31.5% | -32.8% | +1.3% | -29.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling