-16.9%
INFQ vs URA
-11.8%
-5.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.0% | +1.7% | +3.0% |
| 7D | +2.4% | -1.5% | +3.9% | +4.5% |
| 30D | +9.6% | -0.4% | +10.0% | +10.5% |
| 3M | -4.6% | +6.3% | -10.8% | -11.3% |
| 6M | +6.7% | -14.0% | +20.6% | +25.4% |
| All | -16.9% | -11.8% | -5.1% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling