-38.0%
INFQ vs BAM
+5.6%
-43.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +2.3% | +6.3% | +6.6% |
| 7D | +18.5% | +5.3% | +13.3% | +14.0% |
| 30D | -12.5% | +18.1% | -30.6% | -25.0% |
| 3M | -18.9% | +4.2% | -23.1% | -22.3% |
| 6M | -20.3% | +11.1% | -31.4% | -29.0% |
| All | -38.0% | +5.6% | -43.6% | -45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling