-44.0%
INFQ vs CAPR
-54.5%
+10.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -8.7% | +1.4% | -7.0% |
| 7D | +17.3% | +19.1% | -1.7% | +16.6% |
| 30D | -13.6% | +48.8% | -62.4% | -14.5% |
| 3M | -29.4% | +144.4% | -173.8% | -29.9% |
| 6M | -33.4% | -67.5% | +34.2% | -29.2% |
| All | -44.0% | -54.5% | +10.5% | -44.3% |
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