-45.1%
INFQ vs IBN
+1.6%
-46.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.8% | -2.3% | -2.3% |
| 7D | -11.1% | +8.9% | -20.0% | -19.0% |
| 30D | -32.4% | +12.6% | -45.0% | -42.0% |
| 3M | -25.3% | +3.1% | -28.4% | -27.8% |
| 6M | -30.3% | +20.6% | -50.9% | -49.8% |
| All | -45.1% | +1.6% | -46.7% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling