-12.4%
INFQ vs ADVB
+77.5%
-89.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.8% | +10.1% | +6.0% |
| 7D | +7.6% | -14.0% | +21.6% | +6.4% |
| 30D | +14.7% | +41.0% | -26.3% | +18.4% |
| 3M | -7.8% | +127.9% | -135.7% | +4.3% |
| 6M | +28.0% | +101.3% | -73.3% | +40.4% |
| All | -12.4% | +77.5% | -89.9% | -3.5% |
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