+25.4%
TOST vs INFQ
-40.5%
+65.9%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.3% | +3.5% |
| 7D | 0.0% | -4.6% | +4.6% | +0.1% |
| 30D | +16.2% | -6.9% | +23.1% | +16.3% |
| 3M | -1.5% | -30.4% | +28.8% | -1.0% |
| 6M | +55.3% | -36.2% | +91.5% | +55.8% |
| All | +25.4% | -40.5% | +65.9% | +31.2% |
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