+35.7%
QLD vs INFQ
-4.1%
+39.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.3% | -6.5% | -1.3% |
| 7D | +3.0% | +7.6% | -4.7% | +1.5% |
| 30D | -1.8% | +14.7% | -16.5% | -4.8% |
| 3M | -1.8% | -7.8% | +6.0% | -2.9% |
| 6M | +36.9% | +28.0% | +8.9% | +22.4% |
| All | +35.7% | -4.1% | +39.8% | +31.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling