-45.6%
INFQ vs SPY
+11.8%
-57.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -1.4% |
| 7D | -4.6% | +2.6% | -7.2% | -13.7% |
| 30D | -6.9% | -2.0% | -4.9% | +2.7% |
| 3M | -30.4% | -2.8% | -27.6% | -20.1% |
| 6M | -36.2% | +2.1% | -38.3% | -38.9% |
| All | -45.6% | +11.8% | -57.4% | -63.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling