-15.8%
INFQ vs ZYBT
+68.5%
-84.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.8% | +1.2% |
| 7D | +2.1% | -3.7% | +5.8% | +2.1% |
| 30D | +6.1% | 0.0% | +6.1% | +6.2% |
| 3M | -7.1% | +72.2% | -79.3% | -5.9% |
| 6M | +14.8% | +103.1% | -88.4% | +18.0% |
| All | -15.8% | +68.5% | -84.3% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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