-28.8%
FN vs INFQ
-38.7%
+10.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.3% | +3.2% | -1.2% |
| 7D | +20.8% | +17.3% | +3.4% | +13.8% |
| 30D | -17.3% | -13.6% | -3.7% | -12.9% |
| 3M | -38.1% | -29.4% | -8.8% | -30.9% |
| 6M | -44.2% | -33.4% | -10.9% | -39.5% |
| All | -28.8% | -38.7% | +10.0% | -22.6% |
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 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