-27.3%
FICO vs INFQ
-6.9%
-20.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.9% | +8.3% | +5.2% |
| 7D | -10.6% | +4.8% | -15.4% | -10.3% |
| 30D | -6.3% | +13.4% | -19.8% | -5.4% |
| 3M | -19.7% | -3.3% | -16.5% | -17.7% |
| 6M | -31.8% | +13.7% | -45.5% | -27.7% |
| All | -27.3% | -6.9% | -20.3% | -19.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling