-45.1%
INFQ vs WTW
+16.5%
-61.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.0% | -1.5% | +2.0% |
| 7D | -11.1% | +4.9% | -16.0% | -10.2% |
| 30D | -32.4% | +17.1% | -49.5% | -30.5% |
| 3M | -25.3% | -0.3% | -25.0% | -24.7% |
| 6M | -30.3% | +30.7% | -60.9% | -27.9% |
| All | -45.1% | +16.5% | -61.6% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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