-17.6%
INFQ vs NTR
+14.9%
-32.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +0.7% |
| 7D | +0.4% | +8.1% | -7.7% | +4.4% |
| 30D | +18.4% | +18.8% | -0.3% | +30.2% |
| 3M | -24.2% | +16.2% | -40.4% | -16.6% |
| 6M | +8.9% | +9.8% | -0.9% | +18.0% |
| All | -17.6% | +14.9% | -32.5% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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