-33.4%
INFQ vs LTH
+40.2%
-73.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.2% | -3.2% | -7.9% |
| 7D | +17.3% | -4.6% | +22.0% | +16.6% |
| 30D | -13.6% | +14.8% | -28.4% | -11.0% |
| 3M | -29.4% | +3.9% | -33.3% | -28.6% |
| 6M | -33.4% | +35.5% | -68.9% | -35.1% |
| All | -33.4% | +40.2% | -73.6% | -35.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling