-45.1%
INFQ vs SHAK
-18.8%
-26.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.8% | -2.4% | +1.0% |
| 7D | -11.1% | +8.3% | -19.4% | -11.9% |
| 30D | -32.4% | +16.7% | -49.1% | -33.6% |
| 3M | -25.3% | +10.0% | -35.3% | -26.3% |
| 6M | -30.3% | -23.8% | -6.5% | -17.9% |
| All | -45.1% | -18.8% | -26.3% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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