-11.7%
INFU vs SPY
+79.8%
-91.4%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -0.5% | -2.0% | +1.5% | +1.3% |
| 30D | -2.7% | -1.7% | -1.1% | -1.3% |
| 3M | +36.5% | +4.7% | +31.8% | +31.2% |
| 6M | +25.2% | +12.5% | +12.7% | +12.7% |
| YTD | +35.1% | +11.7% | +23.4% | +22.6% |
| 1Y | +20.0% | +17.5% | +2.5% | +4.3% |
| 3Y | +22.3% | +76.6% | -54.3% | -21.3% |
| 5Y | -11.7% | +82.0% | -93.7% | -43.3% |
| All | -11.7% | +79.8% | -91.4% | -43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling