-14.9%
INFQ vs ALLY
+3.0%
-17.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.9% | -1.8% |
| 7D | +4.8% | -1.9% | +6.8% | +6.4% |
| 30D | +13.4% | -4.5% | +17.9% | +18.4% |
| 3M | -3.3% | -2.8% | -0.4% | -1.7% |
| 6M | +13.7% | +10.3% | +3.4% | -2.1% |
| All | -14.9% | +3.0% | -17.9% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 10y: compounded portfolio wealth divided by compounded ALLY 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…
10y analysis · Full analysis span regression · 6 months rolling