+28.8%
SN vs INFQ
-6.9%
+35.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.4% | -3.0% |
| 7D | -3.4% | +4.8% | -8.2% | -3.9% |
| 30D | -9.1% | +13.4% | -22.5% | -10.5% |
| 3M | +31.8% | -3.3% | +35.1% | +30.6% |
| 6M | +52.0% | +13.7% | +38.3% | +32.1% |
| All | +28.8% | -6.9% | +35.7% | +20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling