-45.1%
INFQ vs CAPR
-60.3%
+15.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +8.3% | -6.8% | +1.3% |
| 7D | -11.1% | +43.2% | -54.3% | -11.8% |
| 30D | -32.4% | +14.7% | -47.0% | -32.6% |
| 3M | -25.3% | +113.9% | -139.2% | -25.5% |
| 6M | -30.3% | -73.4% | +43.1% | -24.4% |
| All | -45.1% | -60.3% | +15.2% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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