+214.7%
SNDU vs INFQ
+15.9%
+198.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.2% | -8.9% | -8.2% |
| 7D | -12.7% | +2.1% | -14.8% | -13.8% |
| 30D | +35.8% | +6.1% | +29.6% | +31.5% |
| 3M | -54.8% | -7.1% | -47.7% | -56.9% |
| All | +214.7% | +15.9% | +198.8% | +145.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling