-15.8%
INFQ vs BBWI
-20.9%
+5.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.4% | -5.2% | 0.0% |
| 7D | +2.1% | -4.8% | +6.9% | +2.9% |
| 30D | +6.1% | +3.5% | +2.7% | +4.4% |
| 3M | -7.1% | -0.3% | -6.8% | -8.0% |
| 6M | +14.8% | -5.4% | +20.2% | +15.5% |
| All | -15.8% | -20.9% | +5.1% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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