-11.1%
INQQ price history and return analytics
+73.7%
-84.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.6% |
| 7D | -1.5% | -0.1% | -1.3% | -1.4% |
| 30D | +1.0% | -0.7% | +1.6% | +1.4% |
| 3M | +15.3% | +4.0% | +11.3% | +12.3% |
| 6M | +11.8% | +12.3% | -0.5% | +3.5% |
| YTD | -6.4% | +14.0% | -20.4% | -14.2% |
| 1Y | -13.2% | +20.3% | -33.5% | -23.3% |
| 3Y | +10.2% | +75.4% | -65.3% | -24.1% |
| All | -11.1% | +73.7% | -84.8% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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