-17.6%
INFQ vs WCC
+15.7%
-33.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | -2.5% |
| 7D | +0.4% | +4.5% | -4.1% | -4.2% |
| 30D | +18.4% | -5.8% | +24.2% | +25.9% |
| 3M | -24.2% | -3.7% | -20.5% | -22.3% |
| 6M | +8.9% | +23.1% | -14.2% | -16.9% |
| All | -17.6% | +15.7% | -33.3% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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