-15.0%
WMT vs INFQ
+11.2%
-26.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | -0.2% |
| 7D | -2.5% | +2.4% | -4.9% | -2.4% |
| 30D | -6.4% | +9.6% | -16.1% | -6.0% |
| 3M | -12.1% | -4.6% | -7.5% | -11.6% |
| 6M | -15.0% | +6.7% | -21.6% | -14.6% |
| All | -15.0% | +11.2% | -26.2% | -14.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling