-15.8%
INFQ vs WCN
-0.3%
-15.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.5% |
| 7D | +2.1% | -3.1% | +5.2% | -2.0% |
| 30D | +6.1% | -3.4% | +9.5% | +1.7% |
| 3M | -7.1% | +3.0% | -10.0% | -4.3% |
| 6M | +14.8% | -3.8% | +18.5% | +18.1% |
| All | -15.8% | -0.3% | -15.6% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 5y: compounded portfolio wealth divided by compounded WCN 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…
5y analysis · Full analysis span regression · 6 months rolling