-14.9%
INFQ vs ARWR
+30.6%
-45.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.9% | 0.0% | -1.3% |
| 7D | +4.8% | -3.2% | +8.0% | +6.7% |
| 30D | +13.4% | -6.5% | +19.9% | +17.7% |
| 3M | -3.3% | +12.7% | -16.0% | -11.0% |
| 6M | +13.7% | +36.2% | -22.5% | -19.3% |
| All | -14.9% | +30.6% | -45.6% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 3y: compounded portfolio wealth divided by compounded ARWR 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…
3y analysis · Full analysis span regression · 6 months rolling