-16.9%
INFQ vs UUUU
-33.6%
+16.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.3% | +4.1% | +3.0% |
| 7D | +2.4% | -5.0% | +7.4% | +6.7% |
| 30D | +9.6% | -7.8% | +17.4% | +16.9% |
| 3M | -4.6% | -0.4% | -4.1% | -5.3% |
| 6M | +6.7% | -32.9% | +39.6% | +33.3% |
| All | -16.9% | -33.6% | +16.8% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 all: compounded portfolio wealth divided by compounded UUUU 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…
all analysis · Full analysis span regression · 6 months rolling