-45.1%
INFQ vs TRU
+11.2%
-56.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.1% | +1.2% |
| 7D | -11.1% | +10.5% | -21.6% | -11.7% |
| 30D | -32.4% | +28.7% | -61.1% | -35.0% |
| 3M | -25.3% | +0.7% | -26.0% | -25.4% |
| 6M | -30.3% | +19.3% | -49.6% | -37.6% |
| All | -45.1% | +11.2% | -56.3% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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