-45.1%
INFQ vs ALM
-36.2%
-8.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.3% | +0.8% |
| 7D | -11.1% | -6.4% | -4.7% | -7.9% |
| 30D | -32.4% | -35.0% | +2.6% | -15.4% |
| 3M | -25.3% | -33.8% | +8.5% | -8.6% |
| 6M | -30.3% | -55.0% | +24.7% | +1.0% |
| All | -45.1% | -36.2% | -8.9% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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