-12.4%
INFQ vs COO
-18.6%
+6.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.7% | +9.0% | +5.7% |
| 7D | +7.6% | -2.3% | +9.9% | +7.1% |
| 30D | +14.7% | -8.8% | +23.5% | +12.7% |
| 3M | -7.8% | +1.3% | -9.1% | -9.7% |
| 6M | +28.0% | -11.6% | +39.6% | +65.3% |
| All | -12.4% | -18.6% | +6.2% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 3y: compounded portfolio wealth divided by compounded COO 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…
3y analysis · Full analysis span regression · 6 months rolling