-17.6%
INFQ vs M
+8.0%
-25.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | 0.0% |
| 7D | +0.4% | +4.7% | -4.3% | -2.2% |
| 30D | +18.4% | -9.6% | +28.1% | +25.5% |
| 3M | -24.2% | +0.9% | -25.0% | -26.7% |
| 6M | +8.9% | +22.3% | -13.4% | -7.9% |
| All | -17.6% | +8.0% | -25.6% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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