-43.0%
INFQ vs OUST
+91.3%
-134.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +14.0% | +5.5% | +12.5% |
| 7D | +0.1% | +17.0% | -16.9% | -7.0% |
| 30D | -23.6% | -16.5% | -7.1% | -17.0% |
| 3M | -20.0% | -23.7% | +3.7% | -10.5% |
| 6M | -34.4% | +18.4% | -52.8% | -46.1% |
| All | -43.0% | +91.3% | -134.3% | -66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling