+113.5%
STX vs INFQ
-6.9%
+120.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +0.9% | -1.3% |
| 7D | +9.6% | +4.8% | +4.7% | +8.3% |
| 30D | +10.6% | +13.4% | -2.8% | +7.1% |
| 3M | +4.8% | -3.3% | +8.1% | +2.8% |
| 6M | +137.3% | +13.7% | +123.5% | +115.1% |
| All | +113.5% | -6.9% | +120.5% | +115.9% |
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