-45.1%
INFQ vs ADVB
-58.5%
+13.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.5% | +6.0% | +1.2% |
| 7D | -11.1% | -29.5% | +18.4% | -12.6% |
| 30D | -32.4% | -66.9% | +34.5% | -36.7% |
| 3M | -25.3% | -73.7% | +48.4% | -30.7% |
| 6M | -30.3% | -64.8% | +34.5% | -29.8% |
| All | -45.1% | -58.5% | +13.4% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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