+22.2%
XLE vs INFQ
-4.1%
+26.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.3% | -5.2% | +1.4% |
| 7D | 0.0% | +7.6% | -7.6% | +0.4% |
| 30D | +12.6% | +14.7% | -2.1% | +13.6% |
| 3M | +11.8% | -7.8% | +19.6% | +12.3% |
| 6M | +16.1% | +28.0% | -11.9% | +20.6% |
| All | +22.2% | -4.1% | +26.3% | +23.1% |
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