-45.6%
INFQ vs LTH
+59.1%
-104.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.2% | -5.0% | -3.6% |
| 7D | -4.6% | -1.3% | -3.3% | -4.1% |
| 30D | -6.9% | +15.7% | -22.6% | -12.0% |
| 3M | -30.4% | +5.0% | -35.4% | -31.6% |
| 6M | -36.2% | +37.7% | -73.9% | -48.1% |
| All | -45.6% | +59.1% | -104.7% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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