-14.9%
INFQ vs IBB
+19.2%
-34.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -1.8% |
| 7D | +4.8% | -3.9% | +8.7% | +10.1% |
| 30D | +13.4% | +2.7% | +10.7% | +8.1% |
| 3M | -3.3% | +21.4% | -24.6% | -31.6% |
| 6M | +13.7% | +20.1% | -6.3% | -17.7% |
| All | -14.9% | +19.2% | -34.2% | -37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling