-12.4%
INFQ vs OUST
+106.2%
-118.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.9% | +3.4% | +5.0% |
| 7D | +7.6% | +12.7% | -5.1% | +2.0% |
| 30D | +14.7% | -13.6% | +28.3% | +22.0% |
| 3M | -7.8% | -8.3% | +0.5% | -11.0% |
| 6M | +28.0% | +85.0% | -56.9% | -23.6% |
| All | -12.4% | +106.2% | -118.5% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 OUST 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