-45.1%
INFQ vs MDY
+5.4%
-50.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | -0.6% |
| 7D | -11.1% | +1.7% | -12.8% | -16.2% |
| 30D | -32.4% | +1.2% | -33.6% | -34.6% |
| 3M | -25.3% | -3.5% | -21.8% | -14.6% |
| 6M | -30.3% | +3.5% | -33.8% | -36.8% |
| All | -45.1% | +5.4% | -50.5% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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