-45.1%
INFQ vs HRB
+82.8%
-127.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.4% | -3.0% | +3.7% |
| 7D | -11.1% | +16.0% | -27.2% | -3.7% |
| 30D | -32.4% | +32.1% | -64.5% | -21.5% |
| 3M | -25.3% | +21.5% | -46.8% | -16.1% |
| 6M | -30.3% | +82.1% | -112.4% | +0.7% |
| All | -45.1% | +82.8% | -127.9% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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