-43.0%
INFQ vs FGI
+31.2%
-74.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.8% | +20.3% | +19.5% |
| 7D | +0.1% | -7.0% | +7.1% | 0.0% |
| 30D | -23.6% | -4.2% | -19.4% | -23.6% |
| 3M | -20.0% | +55.6% | -75.6% | -19.0% |
| 6M | -34.4% | -3.2% | -31.2% | -34.7% |
| All | -43.0% | +31.2% | -74.2% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling