-44.0%
INFQ vs IBB
+23.8%
-67.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.2% | -5.2% | -4.1% |
| 7D | +17.3% | +1.6% | +15.7% | +15.6% |
| 30D | -13.6% | +6.7% | -20.3% | -18.8% |
| 3M | -29.4% | +6.3% | -35.7% | -34.3% |
| 6M | -33.4% | +23.9% | -57.3% | -52.4% |
| All | -44.0% | +23.8% | -67.9% | -59.9% |
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