-20.0%
INFQ vs EXPD
+1.8%
-21.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -2.3% | +21.7% | +20.2% |
| 7D | +0.1% | -7.2% | +7.3% | +4.4% |
| 30D | -23.6% | -3.3% | -20.4% | -20.7% |
| 3M | -20.0% | +3.4% | -23.4% | -22.7% |
| All | -20.0% | +1.8% | -21.8% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 3mo: compounded portfolio wealth divided by compounded EXPD 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…
3mo analysis · Full analysis span regression · Available span rolling