-16.9%
INFQ vs MKC
-27.3%
+10.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.5% | -2.4% |
| 7D | +2.4% | -2.8% | +5.2% | +1.8% |
| 30D | +9.6% | -3.4% | +13.0% | +8.5% |
| 3M | -4.6% | +3.8% | -8.3% | -6.4% |
| 6M | +6.7% | -17.9% | +24.6% | -3.1% |
| All | -16.9% | -27.3% | +10.4% | -27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling