+67.5%
PSX vs INFQ
-7.9%
+75.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.9% | +0.4% |
| 7D | +1.7% | +2.1% | -0.4% | +1.8% |
| 30D | +15.6% | +6.1% | +9.5% | +16.2% |
| 3M | +46.5% | -7.1% | +53.5% | +46.5% |
| 6M | +55.0% | +14.8% | +40.2% | +60.2% |
| All | +67.5% | -7.9% | +75.4% | +68.7% |
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 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