-14.9%
INFQ vs NWSA
+31.1%
-46.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.6% | -3.0% |
| 7D | +4.8% | -3.1% | +7.9% | +4.4% |
| 30D | +13.4% | +4.3% | +9.1% | +14.4% |
| 3M | -3.3% | +9.2% | -12.5% | -3.1% |
| 6M | +13.7% | +21.6% | -7.8% | +5.7% |
| All | -14.9% | +31.1% | -46.0% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 all: compounded portfolio wealth divided by compounded NWSA 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…
all analysis · Full analysis span regression · 6 months rolling