-12.4%
INFQ vs PTC
-13.8%
+1.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -5.5% | +11.8% | +4.7% |
| 7D | +7.6% | -12.8% | +20.4% | +3.9% |
| 30D | +14.7% | -9.8% | +24.5% | +12.0% |
| 3M | -7.8% | -2.1% | -5.7% | -5.3% |
| 6M | +28.0% | -18.1% | +46.1% | +38.1% |
| All | -12.4% | -13.8% | +1.4% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 3y: compounded portfolio wealth divided by compounded PTC 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…
3y analysis · Full analysis span regression · 6 months rolling