+56.3%
XYZ vs INFQ
-6.9%
+63.2%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.1% | -0.7% |
| 7D | -3.7% | +4.8% | -8.5% | -4.0% |
| 30D | +0.5% | +13.4% | -12.9% | -0.3% |
| 3M | +16.3% | -3.3% | +19.6% | +15.5% |
| 6M | +21.1% | +13.7% | +7.4% | +16.8% |
| All | +56.3% | -6.9% | +63.2% | +45.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling