-14.9%
INFQ vs MDY
+5.1%
-20.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.9% | +0.7% |
| 7D | +4.8% | -0.8% | +5.6% | +7.3% |
| 30D | +13.4% | -3.9% | +17.3% | +30.2% |
| 3M | -3.3% | 0.0% | -3.2% | -3.3% |
| 6M | +13.7% | +8.5% | +5.2% | -14.1% |
| All | -14.9% | +5.1% | -20.0% | -29.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling