-45.1%
INFQ vs SFM
-21.8%
-23.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.6% | -2.2% | +2.3% |
| 7D | -11.1% | -12.3% | +1.1% | -12.3% |
| 30D | -32.4% | -16.2% | -16.2% | -34.1% |
| 3M | -25.3% | -36.8% | +11.5% | -32.4% |
| 6M | -30.3% | -32.6% | +2.3% | -35.2% |
| All | -45.1% | -21.8% | -23.3% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 SFM 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