-45.1%
INFQ vs AEE
+3.2%
-48.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.5% | -1.0% | +1.9% |
| 7D | -11.1% | +4.7% | -15.8% | -10.4% |
| 30D | -32.4% | +13.4% | -45.8% | -31.5% |
| 3M | -25.3% | +4.1% | -29.4% | -24.2% |
| 6M | -30.3% | +2.0% | -32.3% | -28.8% |
| All | -45.1% | +3.2% | -48.3% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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