+21.3%
TER vs INFQ
-9.1%
+30.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.3% | -2.8% |
| 7D | +9.4% | +2.4% | +7.0% | +8.6% |
| 30D | -2.4% | +9.6% | -12.1% | -5.3% |
| 3M | +6.5% | -4.6% | +11.1% | +4.2% |
| 6M | +23.2% | +6.7% | +16.5% | +10.2% |
| All | +21.3% | -9.1% | +30.3% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling