-12.4%
INFQ vs EXPD
+27.8%
-40.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.8% | +5.9% |
| 7D | +7.6% | -0.9% | +8.6% | +7.4% |
| 30D | +14.7% | +4.1% | +10.6% | +16.0% |
| 3M | -7.8% | +13.8% | -21.5% | -3.5% |
| 6M | +28.0% | +27.3% | +0.7% | +34.0% |
| All | -12.4% | +27.8% | -40.2% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling