-10.6%
UPS vs INFQ
-9.1%
-1.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.0% | +0.9% |
| 7D | -3.4% | +2.4% | -5.8% | -3.5% |
| 30D | -2.7% | +9.6% | -12.4% | -3.3% |
| 3M | -1.6% | -4.6% | +2.9% | -2.2% |
| 6M | +2.3% | +6.7% | -4.3% | -3.0% |
| All | -10.6% | -9.1% | -1.5% | -14.9% |
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