+717.8%
INFU vs SPY
+307.0%
+410.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +7.5% | +2.6% | +4.9% | +5.3% |
| 30D | +8.2% | -2.0% | +10.2% | +9.9% |
| 3M | +17.9% | -2.8% | +20.7% | +20.5% |
| 6M | +79.3% | +2.1% | +77.2% | +75.7% |
| YTD | +64.1% | +11.5% | +52.6% | +49.8% |
| 1Y | +44.9% | +13.5% | +31.4% | +30.3% |
| 3Y | +67.3% | +77.7% | -10.4% | +7.4% |
| 5Y | -7.7% | +72.6% | -80.3% | -39.6% |
| All | +717.8% | +307.0% | +410.8% | +167.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling