-12.4%
INFQ vs WWD
-9.7%
-2.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.0% | +8.3% | +7.7% |
| 7D | +7.6% | +0.8% | +6.8% | +6.9% |
| 30D | +14.7% | -6.4% | +21.1% | +19.9% |
| 3M | -7.8% | -5.6% | -2.1% | -9.1% |
| 6M | +28.0% | -9.1% | +37.1% | +29.5% |
| All | -12.4% | -9.7% | -2.7% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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