+511.2%
INFY vs EXR
+2,660.5%
-2,149.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.8% |
| 7D | -7.2% | -0.7% | -6.6% | -7.0% |
| 30D | -11.2% | -6.9% | -4.2% | -8.8% |
| 3M | -7.4% | -3.0% | -4.4% | -6.3% |
| 6M | -21.3% | -2.9% | -18.3% | -20.5% |
| YTD | -36.2% | +9.3% | -45.5% | -38.6% |
| 1Y | -31.3% | -0.9% | -30.3% | -31.6% |
| 3Y | -31.1% | +24.7% | -55.8% | -39.0% |
| 5Y | -44.9% | -11.7% | -33.2% | -45.8% |
| 10Y | +83.1% | +148.4% | -65.3% | +12.9% |
| All | +511.2% | +2,660.5% | -2,149.2% | +36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling