-12.0%
EFX vs INFQ
-6.9%
-5.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.9% | -2.1% |
| 7D | -9.4% | +4.8% | -14.2% | -9.2% |
| 30D | -6.9% | +13.4% | -20.3% | -6.6% |
| 3M | +0.1% | -3.3% | +3.4% | +1.1% |
| 6M | -17.3% | +13.7% | -31.0% | -16.7% |
| All | -12.0% | -6.9% | -5.0% | -10.7% |
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