-16.9%
INFQ vs RUN
-53.9%
+37.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.3% | -1.6% |
| 7D | +2.4% | -3.4% | +5.7% | +3.6% |
| 30D | +9.6% | -14.0% | +23.6% | +15.0% |
| 3M | -4.6% | -27.5% | +22.9% | +3.3% |
| 6M | +6.7% | -29.0% | +35.6% | +16.8% |
| All | -16.9% | -53.9% | +37.0% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 5y: compounded portfolio wealth divided by compounded RUN 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…
5y analysis · Full analysis span regression · 6 months rolling