-45.1%
INFQ vs IRM
+9.4%
-54.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | -0.5% |
| 7D | -11.1% | +2.6% | -13.7% | -13.6% |
| 30D | -32.4% | +5.6% | -38.0% | -36.1% |
| 3M | -25.3% | -4.7% | -20.6% | -21.0% |
| 6M | -30.3% | -6.1% | -24.2% | -24.1% |
| All | -45.1% | +9.4% | -54.5% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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