-14.9%
INFQ vs CASY
-5.4%
-9.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -14.2% | +11.3% | -2.4% |
| 7D | +4.8% | -16.5% | +21.4% | +5.4% |
| 30D | +13.4% | -26.4% | +39.8% | +14.4% |
| 3M | -3.3% | -17.3% | +14.0% | -4.9% |
| 6M | +13.7% | -5.2% | +18.9% | -24.8% |
| All | -14.9% | -5.4% | -9.5% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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