-44.0%
INFQ vs TAP
-23.2%
-20.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.3% | -7.0% | -7.6% |
| 7D | +17.3% | -6.3% | +23.7% | +12.0% |
| 30D | -13.6% | +2.7% | -16.3% | -10.7% |
| 3M | -29.4% | -3.7% | -25.6% | -29.5% |
| 6M | -33.4% | -2.0% | -31.3% | -30.5% |
| All | -44.0% | -23.2% | -20.8% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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