-16.9%
INFQ vs HRB
+47.9%
-64.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.5% |
| 7D | +2.4% | -12.2% | +14.5% | -3.6% |
| 30D | +9.6% | -3.0% | +12.6% | +8.6% |
| 3M | -4.6% | +21.7% | -26.3% | +8.9% |
| 6M | +6.7% | +52.3% | -45.7% | +36.9% |
| All | -16.9% | +47.9% | -64.8% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling