-12.4%
INFQ vs ARWR
+34.6%
-46.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.7% | +7.1% |
| 7D | +7.6% | +2.9% | +4.8% | +5.8% |
| 30D | +14.7% | -2.9% | +17.6% | +16.6% |
| 3M | -7.8% | +15.2% | -23.0% | -16.1% |
| 6M | +28.0% | +42.3% | -14.3% | -11.3% |
| All | -12.4% | +34.6% | -46.9% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling