-14.9%
INFQ vs STLA
-33.0%
+18.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.1% | -1.7% |
| 7D | +4.8% | +0.4% | +4.4% | +4.2% |
| 30D | +13.4% | -5.2% | +18.6% | +17.2% |
| 3M | -3.3% | -24.9% | +21.6% | +25.3% |
| 6M | +13.7% | -25.2% | +38.9% | +46.8% |
| All | -14.9% | -33.0% | +18.0% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 5y: compounded portfolio wealth divided by compounded STLA 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…
5y analysis · Full analysis span regression · 6 months rolling