-12.4%
INFQ vs IRE
-43.7%
+31.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +10.2% | -3.9% | +3.9% |
| 7D | +7.6% | +58.9% | -51.3% | -4.0% |
| 30D | +14.7% | +17.2% | -2.5% | +8.1% |
| 3M | -7.8% | -58.6% | +50.8% | +3.0% |
| 6M | +28.0% | -23.5% | +51.5% | +15.6% |
| All | -12.4% | -43.7% | +31.4% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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