-12.4%
INFQ vs BB
+128.8%
-141.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.2% | +4.1% | +5.0% |
| 7D | +7.6% | +0.5% | +7.1% | +7.3% |
| 30D | +14.7% | -12.4% | +27.1% | +23.9% |
| 3M | -7.8% | -15.3% | +7.5% | +0.3% |
| 6M | +28.0% | +128.8% | -100.8% | -41.9% |
| All | -12.4% | +128.8% | -141.2% | -60.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling