-12.4%
INFQ vs LTH
+45.2%
-57.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.8% | +8.1% | +7.0% |
| 7D | +7.6% | +1.5% | +6.1% | +6.8% |
| 30D | +14.7% | -3.1% | +17.8% | +16.0% |
| 3M | -7.8% | +28.1% | -35.9% | -23.3% |
| 6M | +28.0% | +67.4% | -39.4% | -10.8% |
| All | -12.4% | +45.2% | -57.6% | -35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling