-15.8%
INFQ vs USFR
+2.2%
-18.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.2% | +5.1% |
| 7D | +2.1% | +0.1% | +2.0% | +9.3% |
| 30D | +6.1% | +0.4% | +5.8% | +30.0% |
| 3M | -7.1% | +1.0% | -8.1% | +87.9% |
| 6M | +14.8% | +2.0% | +12.8% | +356.3% |
| All | -15.8% | +2.2% | -18.1% | +314.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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