+17.3%
TOST vs INFQ
-6.9%
+24.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -2.5% |
| 7D | -4.7% | +4.8% | -9.5% | -4.7% |
| 30D | -9.1% | +13.4% | -22.5% | -9.4% |
| 3M | +29.8% | -3.3% | +33.1% | +29.2% |
| 6M | +10.0% | +13.7% | -3.7% | +9.2% |
| All | +17.3% | -6.9% | +24.3% | +21.8% |
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