-15.8%
INFQ vs HRB
+48.7%
-64.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.5% |
| 7D | +2.1% | -8.0% | +10.1% | -1.8% |
| 30D | +6.1% | -16.0% | +22.1% | -1.9% |
| 3M | -7.1% | +26.9% | -33.9% | +8.9% |
| 6M | +14.8% | +51.1% | -36.3% | +47.5% |
| All | -15.8% | +48.7% | -64.5% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling