-45.1%
INFQ vs Z
-22.9%
-22.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +9.4% | -8.0% | +0.2% |
| 7D | -11.1% | +10.2% | -21.3% | -12.4% |
| 30D | -32.4% | +23.7% | -56.1% | -35.3% |
| 3M | -25.3% | -6.6% | -18.7% | -24.2% |
| 6M | -30.3% | -23.0% | -7.3% | -18.5% |
| All | -45.1% | -22.9% | -22.2% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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