-45.1%
INFQ vs ALHC
-59.6%
+14.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +10.1% | -8.7% | +1.7% |
| 7D | -11.1% | -0.5% | -10.6% | -11.3% |
| 30D | -32.4% | -4.2% | -28.2% | -32.5% |
| 3M | -25.3% | -39.8% | +14.5% | -26.9% |
| 6M | -30.3% | -57.7% | +27.4% | -26.8% |
| All | -45.1% | -59.6% | +14.5% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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