+6.9%
WMB vs INFQ
-4.1%
+11.1%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.3% | -4.0% | +2.3% |
| 7D | +0.8% | +7.6% | -6.8% | +0.8% |
| 30D | +7.7% | +14.7% | -7.0% | +7.8% |
| 3M | +6.7% | -7.8% | +14.5% | +6.9% |
| 6M | +3.6% | +28.0% | -24.4% | +3.2% |
| All | +6.9% | -4.1% | +11.1% | +7.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling