-45.1%
INFQ vs GWRE
+34.3%
-79.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.9% | -4.5% | +2.1% |
| 7D | -11.1% | +2.2% | -13.3% | -10.9% |
| 30D | -32.4% | +4.5% | -36.9% | -32.1% |
| 3M | -25.3% | +6.4% | -31.7% | -24.4% |
| 6M | -30.3% | +18.8% | -49.1% | -27.4% |
| All | -45.1% | +34.3% | -79.4% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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