-16.9%
INFQ vs SSNC
+10.6%
-27.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -2.4% |
| 7D | +2.4% | -6.7% | +9.1% | +1.2% |
| 30D | +9.6% | -0.8% | +10.5% | +9.3% |
| 3M | -4.6% | +16.1% | -20.6% | -1.8% |
| 6M | +6.7% | +7.9% | -1.3% | +15.7% |
| All | -16.9% | +10.6% | -27.5% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling