-45.1%
INFQ vs DTE
-6.0%
-39.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | +2.2% |
| 7D | -11.1% | +4.2% | -15.3% | -10.0% |
| 30D | -32.4% | +10.0% | -42.4% | -30.5% |
| 3M | -25.3% | -2.1% | -23.2% | -24.8% |
| 6M | -30.3% | -4.7% | -25.6% | -30.8% |
| All | -45.1% | -6.0% | -39.1% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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