+61.4%
ASX vs INFQ
-39.9%
+101.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.4% | -5.4% | -4.3% |
| 7D | -14.6% | -11.1% | -3.5% | -12.0% |
| 30D | -21.1% | -32.4% | +11.3% | -13.5% |
| 3M | -3.1% | -25.3% | +22.2% | +3.3% |
| 6M | +17.4% | -30.3% | +47.7% | +23.4% |
| All | +61.4% | -39.9% | +101.4% | +66.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling