+10.4%
Q vs INFQ
-9.1%
+19.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.5% | -1.3% |
| 7D | +4.1% | +2.4% | +1.7% | +3.6% |
| 30D | -10.7% | +9.6% | -20.4% | -12.6% |
| 3M | -11.7% | -4.6% | -7.1% | -12.8% |
| 6M | +8.3% | +6.7% | +1.7% | -1.9% |
| All | +10.4% | -9.1% | +19.4% | +4.9% |
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