+52.7%
ASX vs INFQ
-34.4%
+87.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.2% | +6.5% | +4.2% |
| 7D | -9.1% | +10.8% | -19.9% | -11.5% |
| 30D | -23.6% | -15.3% | -8.3% | -20.7% |
| 3M | -5.6% | -20.0% | +14.4% | -1.1% |
| 6M | +4.7% | -22.9% | +27.5% | +7.5% |
| All | +52.7% | -34.4% | +87.1% | +54.3% |
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 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