+292.5%
INFU vs SPY
+612.5%
-319.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | +7.5% | +2.6% | +4.9% | +6.3% |
| 30D | +8.2% | -2.0% | +10.2% | +9.2% |
| 3M | +17.9% | -2.8% | +20.7% | +19.4% |
| 6M | +79.3% | +2.1% | +77.2% | +77.4% |
| YTD | +64.1% | +11.5% | +52.6% | +56.2% |
| 1Y | +44.9% | +13.5% | +31.4% | +36.7% |
| 3Y | +67.3% | +77.7% | -10.4% | +31.8% |
| 5Y | -7.7% | +72.6% | -80.3% | -26.6% |
| 10Y | +674.7% | +308.2% | +366.6% | +383.3% |
| All | +292.5% | +612.5% | -319.9% | +170.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling