-18.3%
FIS vs INFQ
-6.9%
-11.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -3.5% |
| 7D | -9.1% | +4.8% | -13.9% | -8.9% |
| 30D | -10.4% | +13.4% | -23.9% | -10.1% |
| 3M | -3.7% | -3.3% | -0.4% | -3.1% |
| 6M | -24.8% | +13.7% | -38.5% | -23.6% |
| All | -18.3% | -6.9% | -11.3% | -16.4% |
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