-46.7%
FICO vs INFQ
-40.5%
-6.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.3% | +0.2% |
| 7D | +2.2% | -4.6% | +6.8% | +2.0% |
| 30D | +0.1% | -6.9% | +7.0% | 0.0% |
| 3M | -35.2% | -30.4% | -4.8% | -36.1% |
| 6M | -32.4% | -36.2% | +3.8% | -31.5% |
| All | -46.7% | -40.5% | -6.2% | -42.6% |
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