-15.8%
INFQ vs BAH
-3.0%
-12.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.3% |
| 7D | +2.1% | +4.3% | -2.2% | +3.2% |
| 30D | +6.1% | -2.5% | +8.6% | +5.8% |
| 3M | -7.1% | -0.9% | -6.1% | -8.3% |
| 6M | +14.8% | +1.5% | +13.3% | +15.1% |
| All | -15.8% | -3.0% | -12.8% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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