-16.9%
INFQ vs IBB
+17.6%
-34.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -0.5% |
| 7D | +2.4% | -5.2% | +7.6% | +9.5% |
| 30D | +9.6% | +1.5% | +8.2% | +6.2% |
| 3M | -4.6% | +22.1% | -26.7% | -33.8% |
| 6M | +6.7% | +17.7% | -11.1% | -20.9% |
| All | -16.9% | +17.6% | -34.5% | -37.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling