-12.4%
INFQ vs EXEL
+31.2%
-43.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.3% | +8.6% | +7.2% |
| 7D | +7.6% | +1.4% | +6.3% | +6.8% |
| 30D | +14.7% | +6.7% | +8.0% | +11.3% |
| 3M | -7.8% | +11.5% | -19.2% | -12.8% |
| 6M | +28.0% | +38.8% | -10.8% | +7.5% |
| All | -12.4% | +31.2% | -43.6% | -27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling