-14.9%
INFQ vs RCAT
-27.2%
+12.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.5% | +3.6% | +0.3% |
| 7D | +4.8% | -2.3% | +7.1% | +6.0% |
| 30D | +13.4% | -18.7% | +32.1% | +25.0% |
| 3M | -3.3% | -29.3% | +26.0% | +11.1% |
| 6M | +13.7% | -42.3% | +56.0% | +34.9% |
| All | -14.9% | -27.2% | +12.2% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 5y: compounded portfolio wealth divided by compounded RCAT 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…
5y analysis · Full analysis span regression · 6 months rolling