-45.1%
INFQ vs CHD
+11.0%
-56.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | +2.6% |
| 7D | -11.1% | +6.9% | -18.1% | -8.4% |
| 30D | -32.4% | +17.1% | -49.5% | -28.6% |
| 3M | -25.3% | +9.1% | -34.4% | -21.8% |
| 6M | -30.3% | +21.4% | -51.7% | -28.3% |
| All | -45.1% | +11.0% | -56.1% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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