-9.4%
PEP vs INFQ
-39.9%
+30.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.4% | +2.3% | +3.8% |
| 7D | +7.4% | -11.1% | +18.5% | +7.1% |
| 30D | +13.3% | -32.4% | +45.7% | +12.7% |
| 3M | +3.5% | -25.3% | +28.8% | +3.0% |
| 6M | -5.9% | -30.3% | +24.4% | -6.2% |
| All | -9.4% | -39.9% | +30.6% | -11.9% |
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