-12.4%
INFQ vs FGI
+34.6%
-47.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.9% | +4.4% | +6.3% |
| 7D | +7.6% | +5.2% | +2.5% | +7.7% |
| 30D | +14.7% | +65.2% | -50.5% | +16.1% |
| 3M | -7.8% | +30.2% | -37.9% | -7.3% |
| 6M | +28.0% | +87.8% | -59.8% | +32.8% |
| All | -12.4% | +34.6% | -47.0% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling