-45.1%
INFQ vs BR
+10.4%
-55.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.0% | -1.6% | +3.0% |
| 7D | -11.1% | +7.0% | -18.1% | -7.8% |
| 30D | -32.4% | +19.0% | -51.4% | -26.2% |
| 3M | -25.3% | +13.1% | -38.4% | -19.9% |
| 6M | -30.3% | +24.6% | -54.9% | -19.0% |
| All | -45.1% | +10.4% | -55.5% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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