+6.8%
SAP vs INFQ
-4.1%
+10.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.3% | -8.0% | -1.7% |
| 7D | -0.3% | +7.6% | -7.9% | -0.3% |
| 30D | +2.6% | +14.7% | -12.1% | +2.6% |
| 3M | +16.3% | -7.8% | +24.0% | +17.1% |
| 6M | +6.4% | +28.0% | -21.6% | +7.1% |
| All | +6.8% | -4.1% | +10.9% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 3y: compounded portfolio wealth divided by compounded INFQ 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…
3y analysis · Full analysis span regression · 6 months rolling