+10.7%
SNDU vs INFQ
-24.4%
+35.0%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +1.4% | -17.2% | -16.6% |
| 7D | -48.0% | -11.1% | -36.9% | -43.6% |
| 30D | -66.4% | -32.4% | -34.0% | -57.8% |
| 3M | -58.7% | -25.3% | -33.4% | -51.1% |
| 6M | -68.6% | -30.3% | -38.3% | -64.9% |
| All | +10.7% | -24.4% | +35.0% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling