+31.0%
PR vs INFQ
-37.6%
+68.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +19.5% | -17.6% | +2.5% |
| 7D | -16.4% | +0.1% | -16.5% | -16.5% |
| 30D | -1.9% | -23.6% | +21.7% | -2.9% |
| 3M | +8.0% | -20.0% | +27.9% | +7.4% |
| 6M | +4.1% | -34.4% | +38.5% | +4.9% |
| All | +31.0% | -37.6% | +68.7% | +30.7% |
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