-12.4%
INFQ vs TAP
-24.6%
+12.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -4.1% | +10.4% | +3.4% |
| 7D | +7.6% | -2.3% | +10.0% | +6.0% |
| 30D | +14.7% | -9.4% | +24.1% | +8.0% |
| 3M | -7.8% | -0.8% | -7.0% | -6.4% |
| 6M | +28.0% | -14.7% | +42.8% | +20.0% |
| All | -12.4% | -24.6% | +12.2% | -22.0% |
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