-45.1%
INFQ vs EXR
+13.2%
-58.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.7% | +0.2% |
| 7D | -11.1% | +11.3% | -22.4% | -15.4% |
| 30D | -32.4% | +21.2% | -53.6% | -38.8% |
| 3M | -25.3% | +8.7% | -34.0% | -27.8% |
| 6M | -30.3% | +18.2% | -48.5% | -40.4% |
| All | -45.1% | +13.2% | -58.3% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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