-2.7%
PPL vs INFQ
-32.2%
+29.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.7% | -8.9% | -0.2% |
| 7D | -1.2% | +18.5% | -19.7% | -1.0% |
| 30D | +4.2% | -12.5% | +16.7% | +4.3% |
| 3M | +1.5% | -18.9% | +20.4% | +1.5% |
| 6M | +1.0% | -20.3% | +21.3% | +0.1% |
| All | -2.7% | -32.2% | +29.5% | -5.9% |
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 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