-44.0%
INFQ vs URA
-36.5%
-7.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -3.8% | -3.5% | -2.1% |
| 7D | +17.3% | +4.5% | +12.9% | +11.5% |
| 30D | -13.6% | -13.4% | -0.1% | +6.8% |
| 3M | -29.4% | -28.4% | -1.0% | +11.3% |
| 6M | -33.4% | -40.5% | +7.1% | +33.7% |
| All | -44.0% | -36.5% | -7.5% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling