+46.7%
IOT vs INFQ
-7.9%
+54.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.1% |
| 7D | -4.5% | +2.1% | -6.6% | -4.5% |
| 30D | -2.4% | +6.1% | -8.6% | -2.3% |
| 3M | +19.0% | -7.1% | +26.1% | +20.4% |
| 6M | +19.6% | +14.8% | +4.9% | +25.5% |
| All | +46.7% | -7.9% | +54.6% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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