-12.4%
INFQ vs FND
-31.9%
+19.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.6% | +10.9% | +8.2% |
| 7D | +7.6% | +0.4% | +7.3% | +7.1% |
| 30D | +14.7% | -23.6% | +38.3% | +29.0% |
| 3M | -7.8% | +4.3% | -12.1% | -20.3% |
| 6M | +28.0% | -20.3% | +48.3% | +32.3% |
| All | -12.4% | -31.9% | +19.5% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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