-45.5%
INFY vs EXR
-11.2%
-34.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -9.8% | -3.2% | -6.5% | -9.0% |
| 30D | -13.4% | -6.9% | -6.5% | -11.8% |
| 3M | -7.2% | -7.8% | +0.6% | -5.2% |
| 6M | -20.6% | -4.9% | -15.7% | -19.6% |
| YTD | -37.5% | +7.2% | -44.6% | -38.6% |
| 1Y | -33.4% | -1.5% | -31.9% | -33.4% |
| 3Y | -32.4% | +22.3% | -54.7% | -37.7% |
| 5Y | -45.5% | -10.9% | -34.5% | -45.1% |
| All | -45.5% | -11.2% | -34.3% | -45.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling