+37.6%
SIMO vs INFQ
-38.7%
+76.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.3% | +5.1% | -0.3% |
| 7D | +14.9% | +17.3% | -2.5% | +9.6% |
| 30D | -27.0% | -13.6% | -13.4% | -24.4% |
| 3M | -25.4% | -29.4% | +4.0% | -19.5% |
| 6M | -30.3% | -33.4% | +3.1% | -25.1% |
| All | +37.6% | -38.7% | +76.4% | +55.0% |
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