-12.4%
INFQ vs URA
-6.9%
-5.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.1% | +3.2% | +2.2% |
| 7D | +7.6% | +8.1% | -0.5% | -2.9% |
| 30D | +14.7% | +5.8% | +8.9% | +6.9% |
| 3M | -7.8% | +3.4% | -11.2% | -11.4% |
| 6M | +28.0% | -2.6% | +30.6% | +33.7% |
| All | -12.4% | -6.9% | -5.5% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling