-17.6%
INFQ vs MSTZ
-72.9%
+55.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +2.2% |
| 7D | +0.4% | -29.7% | +30.1% | -6.4% |
| 30D | +18.4% | -65.3% | +83.7% | -5.2% |
| 3M | -24.2% | -57.3% | +33.1% | -27.6% |
| 6M | +8.9% | -61.6% | +70.5% | +4.1% |
| All | -17.6% | -72.9% | +55.3% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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