-14.9%
INFQ vs SSNC
+11.2%
-26.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -3.2% |
| 7D | +4.8% | -3.9% | +8.7% | +4.1% |
| 30D | +13.4% | -0.2% | +13.6% | +13.2% |
| 3M | -3.3% | +15.9% | -19.2% | -0.2% |
| 6M | +13.7% | +7.5% | +6.3% | +24.3% |
| All | -14.9% | +11.2% | -26.1% | -10.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling