-15.8%
INFQ vs EFV
+8.3%
-24.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.2% | -1.6% |
| 7D | +2.1% | -0.8% | +2.9% | +4.2% |
| 30D | +6.1% | +0.6% | +5.5% | +4.3% |
| 3M | -7.1% | +7.5% | -14.6% | -22.5% |
| 6M | +14.8% | +13.0% | +1.8% | -15.2% |
| All | -15.8% | +8.3% | -24.1% | -32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling