-15.8%
INFQ vs BB
+123.0%
-138.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.2% |
| 7D | +2.1% | -0.4% | +2.5% | +2.4% |
| 30D | +6.1% | -12.5% | +18.7% | +15.0% |
| 3M | -7.1% | -17.4% | +10.4% | +2.6% |
| 6M | +14.8% | +119.1% | -104.4% | -46.1% |
| All | -15.8% | +123.0% | -138.8% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling