-15.8%
INFQ vs EXR
-4.3%
-11.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.4% | +0.7% |
| 7D | +2.1% | -1.2% | +3.3% | +2.8% |
| 30D | +6.1% | -6.2% | +12.4% | +9.9% |
| 3M | -7.1% | -7.4% | +0.3% | -4.0% |
| 6M | +14.8% | -0.5% | +15.3% | -0.3% |
| All | -15.8% | -4.3% | -11.5% | -27.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling