-45.1%
INFQ vs BWA
-19.6%
-25.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.5% | +4.0% | +4.3% |
| 7D | -11.1% | -9.9% | -1.2% | -0.1% |
| 30D | -32.4% | -16.4% | -16.0% | -17.0% |
| 3M | -25.3% | -19.8% | -5.5% | -4.6% |
| 6M | -30.3% | -10.0% | -20.3% | -27.3% |
| All | -45.1% | -19.6% | -25.5% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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