-45.6%
INFQ vs DAR
+9.3%
-54.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -2.8% |
| 7D | -4.6% | +11.6% | -16.2% | -4.1% |
| 30D | -6.9% | -10.2% | +3.3% | -8.9% |
| 3M | -30.4% | -14.8% | -15.5% | -31.8% |
| 6M | -36.2% | -10.1% | -26.1% | -35.8% |
| All | -45.6% | +9.3% | -54.9% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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