+34.4%
ACI vs EXR
+120.6%
-86.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +2.9% | +2.3% |
| 7D | -0.6% | +1.7% | -2.3% | -0.9% |
| 30D | +9.5% | +18.0% | -8.5% | +6.3% |
| 3M | +10.1% | +9.7% | +0.4% | +8.3% |
| 6M | -15.4% | +13.4% | -28.8% | -17.3% |
| YTD | -19.5% | +26.3% | -45.8% | -23.0% |
| 1Y | -21.0% | +27.6% | -48.5% | -24.5% |
| 3Y | -31.2% | +52.2% | -83.4% | -36.4% |
| 5Y | -40.6% | -1.1% | -39.5% | -41.2% |
| All | +34.4% | +120.6% | -86.2% | +19.2% |
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