-45.1%
INFQ vs WU
-25.1%
-20.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.4% | -4.0% | +1.1% |
| 7D | -11.1% | +8.2% | -19.3% | -11.6% |
| 30D | -32.4% | +8.0% | -40.4% | -32.8% |
| 3M | -25.3% | -6.6% | -18.7% | -24.7% |
| 6M | -30.3% | -23.3% | -7.0% | -21.5% |
| All | -45.1% | -25.1% | -20.0% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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