-22.9%
IP vs INFQ
-4.1%
-18.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.3% | -8.3% | -2.6% |
| 7D | +0.1% | +7.6% | -7.6% | -0.6% |
| 30D | -11.2% | +14.7% | -25.9% | -12.6% |
| 3M | +12.3% | -7.8% | +20.1% | +12.2% |
| 6M | -5.2% | +28.0% | -33.3% | -14.9% |
| All | -22.9% | -4.1% | -18.7% | -28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling