-16.7%
FIX vs INFQ
-32.2%
+15.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +8.7% | +0.7% | +7.4% |
| 7D | -7.2% | +18.5% | -25.8% | -10.8% |
| 30D | -35.1% | -12.5% | -22.6% | -33.8% |
| 3M | -34.3% | -18.9% | -15.4% | -32.3% |
| 6M | -42.9% | -20.3% | -22.6% | -43.5% |
| All | -16.7% | -32.2% | +15.5% | -17.0% |
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