-14.9%
INFQ vs BTG
+7.1%
-22.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.6% | -3.6% |
| 7D | +4.8% | +2.4% | +2.4% | +3.5% |
| 30D | +13.4% | +9.5% | +3.9% | +9.0% |
| 3M | -3.3% | +38.5% | -41.8% | -17.5% |
| 6M | +13.7% | +5.6% | +8.1% | +1.6% |
| All | -14.9% | +7.1% | -22.0% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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