-39.6%
INFQ vs IBB
+26.6%
-66.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.1% |
| 7D | +10.0% | -1.4% | +11.4% | +13.1% |
| 30D | -9.2% | +6.8% | -16.0% | -15.4% |
| 3M | -20.3% | +9.2% | -29.5% | -28.9% |
| 6M | -26.6% | +28.3% | -55.0% | -50.9% |
| All | -39.6% | +26.6% | -66.2% | -58.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling