-12.4%
INFQ vs IBB
+20.3%
-32.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.2% | +8.5% | +9.1% |
| 7D | +7.6% | -1.7% | +9.3% | +9.6% |
| 30D | +14.7% | +4.9% | +9.8% | +6.0% |
| 3M | -7.8% | +24.2% | -32.0% | -37.5% |
| 6M | +28.0% | +23.8% | +4.2% | -11.0% |
| All | -12.4% | +20.3% | -32.7% | -36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling