-48.1%
FICO vs INFQ
-39.9%
-8.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.4% | -4.6% | -3.1% |
| 7D | +0.4% | -11.1% | +11.5% | -0.3% |
| 30D | +1.7% | -32.4% | +34.0% | -0.6% |
| 3M | -33.0% | -25.3% | -7.7% | -33.9% |
| 6M | -33.9% | -30.3% | -3.6% | -33.2% |
| All | -48.1% | -39.9% | -8.2% | -44.2% |
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