-17.6%
INFQ vs TRU
+8.1%
-25.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.9% | +7.4% | +2.8% |
| 7D | +0.4% | -6.8% | +7.1% | +1.9% |
| 30D | +18.4% | 0.0% | +18.4% | +17.8% |
| 3M | -24.2% | +13.3% | -37.5% | -31.2% |
| 6M | +8.9% | +3.4% | +5.5% | +4.0% |
| All | -17.6% | +8.1% | -25.7% | -22.5% |
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