+77.3%
ASX vs INFQ
-6.9%
+84.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.5% | +4.2% |
| 7D | +11.1% | +4.8% | +6.3% | +9.9% |
| 30D | +9.6% | +13.4% | -3.8% | +6.1% |
| 3M | +18.6% | -3.3% | +21.9% | +15.3% |
| 6M | +92.1% | +13.7% | +78.4% | +74.5% |
| All | +77.3% | -6.9% | +84.3% | +65.5% |
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