+88.7%
ACN vs EXR
+147.0%
-58.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.1% | -4.1% |
| 7D | -4.8% | -0.7% | -4.1% | -4.6% |
| 30D | +1.9% | -6.9% | +8.8% | +4.6% |
| 3M | +3.9% | -3.0% | +6.9% | +5.2% |
| 6M | -15.0% | -2.9% | -12.1% | -14.3% |
| YTD | -31.9% | +9.3% | -41.2% | -34.3% |
| 1Y | -28.5% | -0.9% | -27.6% | -28.7% |
| 3Y | -41.9% | +24.7% | -66.6% | -48.6% |
| 5Y | -42.9% | -11.7% | -31.2% | -42.6% |
| 10Y | +88.7% | +148.4% | -59.7% | +39.6% |
| All | +88.7% | +147.0% | -58.3% | +39.6% |
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 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