-14.9%
INFQ vs HRB
+48.7%
-63.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -3.7% |
| 7D | +4.8% | -10.6% | +15.4% | -0.4% |
| 30D | +13.4% | -0.8% | +14.3% | +13.9% |
| 3M | -3.3% | +19.1% | -22.3% | +8.6% |
| 6M | +13.7% | +48.7% | -35.0% | +46.0% |
| All | -14.9% | +48.7% | -63.7% | +9.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling