-30.8%
INFQ vs SUI
-2.9%
-27.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -1.5% | +20.9% | +18.1% |
| 7D | +0.1% | +6.2% | -6.1% | +5.7% |
| 30D | -23.6% | +8.6% | -32.2% | -18.9% |
| 3M | -20.0% | +1.0% | -21.0% | -18.0% |
| All | -30.8% | -2.9% | -27.9% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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