-17.6%
INFQ vs BR
+0.8%
-18.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +0.2% |
| 7D | +0.4% | -5.3% | +5.7% | -1.7% |
| 30D | +18.4% | +6.4% | +12.0% | +21.9% |
| 3M | -24.2% | +13.6% | -37.8% | -16.7% |
| 6M | +8.9% | -6.7% | +15.6% | +3.0% |
| All | -17.6% | +0.8% | -18.4% | -16.4% |
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