-45.1%
INFQ vs BAM
+5.4%
-50.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.2% | -4.8% | -3.5% |
| 7D | -11.1% | +14.2% | -25.3% | -21.4% |
| 30D | -32.4% | +21.0% | -53.4% | -43.8% |
| 3M | -25.3% | +5.2% | -30.5% | -29.9% |
| 6M | -30.3% | +16.0% | -46.3% | -43.5% |
| All | -45.1% | +5.4% | -50.5% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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