-15.8%
INFQ vs TRU
+5.2%
-21.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.3% | +1.0% |
| 7D | +2.1% | -2.7% | +4.8% | +2.6% |
| 30D | +6.1% | -2.0% | +8.2% | +5.9% |
| 3M | -7.1% | +18.4% | -25.5% | -19.6% |
| 6M | +14.8% | +8.9% | +5.9% | +6.2% |
| All | -15.8% | +5.2% | -21.0% | -20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling