-17.6%
INFQ vs SPY
+13.8%
-31.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +3.1% |
| 7D | +0.4% | +0.1% | +0.3% | -0.2% |
| 30D | +18.4% | +0.1% | +18.4% | +18.3% |
| 3M | -24.2% | +2.0% | -26.2% | -28.4% |
| 6M | +8.9% | +13.0% | -4.1% | -32.7% |
| All | -17.6% | +13.8% | -31.4% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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