+9.9%
XLF vs INFQ
-9.1%
+18.9%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +1.9% | -0.3% |
| 7D | -2.9% | +2.4% | -5.3% | -3.0% |
| 30D | -1.6% | +9.6% | -11.3% | -2.0% |
| 3M | +9.3% | -4.6% | +13.8% | +9.0% |
| 6M | +14.6% | +6.7% | +7.9% | +12.1% |
| All | +9.9% | -9.1% | +18.9% | +10.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling