-16.9%
INFQ vs EXEL
+30.6%
-47.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.7% | -1.6% |
| 7D | +2.4% | -2.9% | +5.2% | +3.5% |
| 30D | +9.6% | +11.9% | -2.2% | +4.1% |
| 3M | -4.6% | +9.2% | -13.8% | -8.8% |
| 6M | +6.7% | +39.1% | -32.4% | -10.2% |
| All | -16.9% | +30.6% | -47.5% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 10y: compounded portfolio wealth divided by compounded EXEL 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…
10y analysis · Full analysis span regression · 6 months rolling