+170.6%
ACGL vs EXR
-0.5%
+171.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | -1.1% | +2.7% | -3.8% | -1.6% |
| 30D | +13.1% | +18.9% | -5.8% | +9.5% |
| 3M | +9.8% | +8.4% | +1.4% | +8.1% |
| 6M | +15.3% | +14.3% | +1.0% | +12.4% |
| YTD | +12.7% | +27.2% | -14.5% | +7.7% |
| 1Y | +20.7% | +25.9% | -5.2% | +15.5% |
| 3Y | +34.3% | +54.6% | -20.3% | +22.2% |
| 5Y | +170.6% | -0.6% | +171.2% | +164.6% |
| All | +170.6% | -0.5% | +171.1% | +164.6% |
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