-45.6%
INFQ vs ALLE
+14.2%
-59.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.9% | -3.1% |
| 7D | -4.6% | +3.6% | -8.2% | -5.3% |
| 30D | -6.9% | +25.9% | -32.8% | -11.6% |
| 3M | -30.4% | +15.8% | -46.1% | -32.2% |
| 6M | -36.2% | +48.1% | -84.3% | -43.1% |
| All | -45.6% | +14.2% | -59.8% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 5y: compounded portfolio wealth divided by compounded ALLE 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…
5y analysis · Full analysis span regression · 6 months rolling