-16.9%
INFQ vs RVTY
+27.2%
-44.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | +0.1% | -1.2% |
| 7D | +2.4% | -7.4% | +9.8% | +6.0% |
| 30D | +9.6% | +4.5% | +5.1% | +7.5% |
| 3M | -4.6% | +19.5% | -24.0% | -14.7% |
| 6M | +6.7% | +34.1% | -27.5% | -17.5% |
| All | -16.9% | +27.2% | -44.1% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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