-14.9%
INFQ vs COO
-23.6%
+8.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.2% | +3.3% | -4.0% |
| 7D | +4.8% | -9.0% | +13.8% | +3.0% |
| 30D | +13.4% | -16.8% | +30.3% | +9.9% |
| 3M | -3.3% | -7.5% | +4.2% | -5.5% |
| 6M | +13.7% | -16.3% | +30.0% | +44.3% |
| All | -14.9% | -23.6% | +8.7% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling