-16.9%
INFQ vs BG
+3.4%
-20.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.1% | -2.1% |
| 7D | +2.4% | +3.7% | -1.4% | +2.8% |
| 30D | +9.6% | +12.3% | -2.7% | +11.6% |
| 3M | -4.6% | -2.2% | -2.4% | -1.6% |
| 6M | +6.7% | +5.3% | +1.3% | +8.9% |
| All | -16.9% | +3.4% | -20.3% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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