-45.1%
INFQ vs IBB
+28.3%
-73.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -2.0% |
| 7D | -11.1% | +2.2% | -13.3% | -13.5% |
| 30D | -32.4% | +6.3% | -38.7% | -37.2% |
| 3M | -25.3% | +16.3% | -41.6% | -40.0% |
| 6M | -30.3% | +30.0% | -60.3% | -54.1% |
| All | -45.1% | +28.3% | -73.4% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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