-18.2%
ABT vs EXR
-0.3%
-17.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | -3.1% | -0.7% | -2.4% | -2.9% |
| 30D | -2.1% | -6.9% | +4.8% | +0.4% |
| 3M | +17.4% | -3.0% | +20.4% | +19.0% |
| 6M | -2.4% | -2.9% | +0.6% | -1.5% |
| YTD | -14.2% | +9.3% | -23.5% | -16.1% |
| All | -18.2% | -0.3% | -17.9% | -19.3% |
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 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