-35.8%
ACI vs EXR
+69.9%
-105.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.3% |
| 7D | -2.2% | +5.2% | -7.4% | -3.2% |
| 30D | +10.3% | +20.9% | -10.6% | +6.4% |
| 3M | +7.2% | +7.7% | -0.5% | +5.6% |
| 6M | -18.0% | +13.2% | -31.2% | -20.0% |
| YTD | -22.0% | +26.5% | -48.5% | -25.5% |
| 1Y | -23.4% | +27.2% | -50.6% | -26.9% |
| 3Y | -35.8% | +71.5% | -107.4% | -36.6% |
| All | -35.8% | +69.9% | -105.7% | -36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling