-16.9%
INFQ vs EFV
+7.1%
-24.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.5% |
| 7D | +2.4% | -2.0% | +4.4% | +7.8% |
| 30D | +9.6% | -0.2% | +9.8% | +10.1% |
| 3M | -4.6% | +9.1% | -13.7% | -23.7% |
| 6M | +6.7% | +11.7% | -5.0% | -18.8% |
| All | -16.9% | +7.1% | -24.0% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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