-16.9%
INFQ vs AEE
-4.2%
-12.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.0% | -2.3% |
| 7D | +2.4% | -0.7% | +3.0% | +2.4% |
| 30D | +9.6% | -2.0% | +11.6% | +9.5% |
| 3M | -4.6% | -2.8% | -1.7% | -6.2% |
| 6M | +6.7% | -3.6% | +10.2% | +5.7% |
| All | -16.9% | -4.2% | -12.6% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling