+40.5%
CDW vs INFQ
-33.9%
+74.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.4% | +2.2% |
| 7D | +2.6% | +10.0% | -7.5% | +2.2% |
| 30D | +20.4% | -9.2% | +29.6% | +20.4% |
| 3M | +28.5% | -20.3% | +48.8% | +28.9% |
| 6M | +70.6% | -26.6% | +97.2% | +73.7% |
| All | +40.5% | -33.9% | +74.4% | +40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling