-16.9%
INFQ vs USFR
+2.2%
-19.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -1.2% |
| 7D | +2.4% | +0.1% | +2.3% | +6.8% |
| 30D | +9.6% | +0.3% | +9.3% | +33.0% |
| 3M | -4.6% | +1.0% | -5.5% | +86.0% |
| 6M | +6.7% | +1.9% | +4.7% | +315.9% |
| All | -16.9% | +2.2% | -19.0% | +294.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling