-12.4%
INFQ vs HBM
+15.9%
-28.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.8% | +0.6% | +1.7% |
| 7D | +7.6% | +7.4% | +0.3% | +1.6% |
| 30D | +14.7% | +5.1% | +9.6% | +10.7% |
| 3M | -7.8% | +11.1% | -18.9% | -17.2% |
| 6M | +28.0% | +30.2% | -2.2% | -2.2% |
| All | -12.4% | +15.9% | -28.3% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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