+11.9%
ACN vs EXR
+28.1%
-16.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.7% | +2.3% |
| 7D | +8.6% | +11.3% | -2.7% | +3.3% |
| 30D | +36.6% | +21.2% | +15.4% | +25.1% |
| 3M | +56.3% | +8.7% | +47.6% | +48.7% |
| 6M | +49.7% | +18.2% | +31.5% | +40.1% |
| YTD | +1.3% | +27.9% | -26.6% | -8.4% |
| 1Y | +11.9% | +28.3% | -16.4% | +1.5% |
| All | +11.9% | +28.1% | -16.1% | +1.5% |
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