-16.9%
INFQ vs DTE
-9.0%
-7.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.5% |
| 7D | +2.4% | -2.0% | +4.4% | +1.9% |
| 30D | +9.6% | -2.4% | +12.0% | +9.2% |
| 3M | -4.6% | -7.3% | +2.7% | -6.6% |
| 6M | +6.7% | -7.6% | +14.3% | +6.1% |
| All | -16.9% | -9.0% | -7.8% | -13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling