-15.8%
INFQ vs URA
-14.6%
-1.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.3% | +4.5% | +5.5% |
| 7D | +2.1% | -5.5% | +7.6% | +9.7% |
| 30D | +6.1% | -3.7% | +9.8% | +11.6% |
| 3M | -7.1% | -2.9% | -4.2% | -3.2% |
| 6M | +14.8% | -15.2% | +30.0% | +38.7% |
| All | -15.8% | -14.6% | -1.2% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling