-14.9%
INFQ vs ADVB
+68.0%
-82.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.3% | +2.4% | -3.3% |
| 7D | +4.8% | -13.0% | +17.8% | +3.7% |
| 30D | +13.4% | +7.5% | +6.0% | +14.4% |
| 3M | -3.3% | +129.1% | -132.4% | +9.9% |
| 6M | +13.7% | +71.7% | -58.0% | +25.7% |
| All | -14.9% | +68.0% | -82.9% | -6.7% |
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