-17.6%
INFQ vs CPB
-25.3%
+7.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +0.6% |
| 7D | +0.4% | -8.6% | +9.0% | -2.0% |
| 30D | +18.4% | -7.2% | +25.7% | +16.2% |
| 3M | -24.2% | +0.9% | -25.1% | -24.4% |
| 6M | +8.9% | -11.8% | +20.7% | +3.6% |
| All | -17.6% | -25.3% | +7.7% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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