+26.3%
ACI vs EXR
+91.0%
-64.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | +0.2% | -2.6% | +2.7% | +0.6% |
| 30D | +5.9% | -7.2% | +13.1% | +7.3% |
| 3M | -19.8% | -3.5% | -16.3% | -19.3% |
| 6M | -24.7% | -5.3% | -19.4% | -24.1% |
| YTD | -24.4% | +9.4% | -33.7% | -25.7% |
| 1Y | -31.5% | +1.3% | -32.8% | -31.8% |
| 3Y | -38.7% | +22.4% | -61.1% | -41.1% |
| 5Y | -42.8% | -12.2% | -30.6% | -42.2% |
| All | +26.3% | +91.0% | -64.7% | +15.0% |
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