-6.6%
WM vs INFQ
-4.1%
-2.5%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.3% | -6.9% | -0.1% |
| 7D | -0.9% | +7.6% | -8.5% | -0.4% |
| 30D | -4.3% | +14.7% | -19.0% | -3.3% |
| 3M | +0.8% | -7.8% | +8.5% | +1.6% |
| 6M | -10.8% | +28.0% | -38.8% | -7.7% |
| All | -6.6% | -4.1% | -2.5% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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