-12.4%
INFQ vs AEIS
-7.1%
-5.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.8% | +3.5% | +4.5% |
| 7D | +7.6% | +8.1% | -0.5% | +2.4% |
| 30D | +14.7% | -11.1% | +25.8% | +23.1% |
| 3M | -7.8% | -5.6% | -2.1% | -12.0% |
| 6M | +28.0% | -0.6% | +28.7% | +10.6% |
| All | -12.4% | -7.1% | -5.3% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 all: compounded portfolio wealth divided by compounded AEIS 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…
all analysis · Full analysis span regression · 6 months rolling