+29.9%
SIMO vs INFQ
-40.5%
+70.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.9% | -2.7% | -4.8% |
| 7D | +4.1% | -4.6% | +8.7% | +5.5% |
| 30D | -24.0% | -6.9% | -17.1% | -22.5% |
| 3M | -31.8% | -30.4% | -1.4% | -25.9% |
| 6M | -36.9% | -36.2% | -0.7% | -31.6% |
| All | +29.9% | -40.5% | +70.4% | +47.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling