+39.1%
P vs INFQ
-4.1%
+43.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.3% | -4.7% | +0.6% |
| 7D | +7.8% | +7.6% | +0.2% | +6.6% |
| 30D | +12.3% | +14.7% | -2.4% | +9.6% |
| 3M | +37.1% | -7.8% | +44.9% | +34.8% |
| 6M | +66.1% | +28.0% | +38.1% | +45.8% |
| All | +39.1% | -4.1% | +43.3% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling