-45.1%
INFQ vs SSNC
+11.5%
-56.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +3.0% | +1.0% |
| 7D | -11.1% | -1.1% | -10.0% | -11.3% |
| 30D | -32.4% | +0.6% | -33.0% | -32.1% |
| 3M | -25.3% | -1.5% | -23.8% | -25.3% |
| 6M | -30.3% | +15.8% | -46.1% | -27.0% |
| All | -45.1% | +11.5% | -56.6% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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