+19.6%
URI vs INFQ
-6.9%
+26.6%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.9% | +4.3% | +1.4% |
| 7D | +5.0% | +4.8% | +0.2% | +4.9% |
| 30D | -9.4% | +13.4% | -22.8% | -9.6% |
| 3M | -5.8% | -3.3% | -2.5% | -6.1% |
| 6M | +25.8% | +13.7% | +12.1% | +16.7% |
| All | +19.6% | -6.9% | +26.6% | +10.2% |
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