-38.0%
INFQ vs ADVB
-59.5%
+21.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.5% | +5.1% | +8.8% |
| 7D | +18.5% | -1.2% | +19.7% | +18.4% |
| 30D | -12.5% | -61.4% | +48.9% | -17.2% |
| 3M | -18.9% | -67.8% | +48.9% | -23.7% |
| 6M | -20.3% | -66.9% | +46.6% | -20.1% |
| All | -38.0% | -59.5% | +21.4% | -37.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling