-28.9%
TE vs INFQ
-9.1%
-19.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.5% | -6.0% |
| 7D | +0.9% | +2.4% | -1.5% | +0.3% |
| 30D | -16.3% | +9.6% | -25.9% | -18.8% |
| 3M | -40.8% | -4.6% | -36.2% | -41.8% |
| 6M | -42.6% | +6.7% | -49.3% | -39.2% |
| All | -28.9% | -9.1% | -19.8% | -11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling