-15.8%
INFQ vs MKC
-26.9%
+11.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.3% |
| 7D | +2.1% | -1.5% | +3.6% | +1.8% |
| 30D | +6.1% | -3.1% | +9.3% | +5.1% |
| 3M | -7.1% | +5.2% | -12.3% | -8.7% |
| 6M | +14.8% | -12.8% | +27.6% | +7.3% |
| All | -15.8% | -26.9% | +11.1% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 10y: compounded portfolio wealth divided by compounded MKC 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…
10y analysis · Full analysis span regression · 6 months rolling