-44.0%
INFQ vs LTH
+55.7%
-99.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.2% | -3.2% | -5.9% |
| 7D | +17.3% | -4.6% | +22.0% | +19.3% |
| 30D | -13.6% | +14.8% | -28.4% | -18.2% |
| 3M | -29.4% | +3.9% | -33.3% | -30.5% |
| 6M | -33.4% | +35.5% | -68.9% | -45.6% |
| All | -44.0% | +55.7% | -99.7% | -59.7% |
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