-12.4%
INFQ vs IAG
-2.7%
-9.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.8% | +8.1% | +7.5% |
| 7D | +7.6% | +4.3% | +3.4% | +4.3% |
| 30D | +14.7% | +9.8% | +4.9% | +7.0% |
| 3M | -7.8% | +28.9% | -36.7% | -24.6% |
| 6M | +28.0% | -7.6% | +35.6% | +12.0% |
| All | -12.4% | -2.7% | -9.7% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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