-45.1%
INFQ vs NTR
+5.0%
-50.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.0% | -2.5% | +3.1% |
| 7D | -11.1% | +4.3% | -15.5% | -9.4% |
| 30D | -32.4% | +2.6% | -35.0% | -31.4% |
| 3M | -25.3% | +8.5% | -33.8% | -20.8% |
| 6M | -30.3% | -3.3% | -26.9% | -31.5% |
| All | -45.1% | +5.0% | -50.1% | -38.8% |
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