+104.5%
USO vs INFQ
-7.9%
+112.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.4% | -2.0% |
| 7D | +9.1% | +2.1% | +7.0% | +9.5% |
| 30D | +21.7% | +6.1% | +15.5% | +23.5% |
| 3M | +20.2% | -7.1% | +27.3% | +22.4% |
| 6M | +43.4% | +14.8% | +28.6% | +64.2% |
| All | +104.5% | -7.9% | +112.5% | +111.9% |
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