-15.8%
INFQ vs JAAA
+2.5%
-18.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | -1.5% |
| 7D | +2.1% | +0.1% | +2.0% | -0.7% |
| 30D | +6.1% | +0.5% | +5.6% | -11.7% |
| 3M | -7.1% | +1.3% | -8.3% | -41.7% |
| 6M | +14.8% | +2.8% | +12.0% | -61.6% |
| All | -15.8% | +2.5% | -18.4% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 3y: compounded portfolio wealth divided by compounded JAAA 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…
3y analysis · Full analysis span regression · 6 months rolling