+156.3%
ACN vs EXR
+215.3%
-59.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -3.0% | -2.6% |
| 7D | -2.5% | +2.7% | -5.2% | -3.5% |
| 30D | +22.6% | +18.9% | +3.7% | +15.0% |
| 3M | +45.9% | +8.4% | +37.6% | +41.7% |
| 6M | +43.8% | +14.3% | +29.5% | +36.9% |
| YTD | -2.5% | +27.2% | -29.7% | -11.1% |
| 1Y | +6.5% | +25.9% | -19.5% | -2.7% |
| 3Y | -14.2% | +54.6% | -68.8% | -30.0% |
| 5Y | -24.4% | -0.6% | -23.8% | -27.2% |
| 10Y | +156.3% | +208.5% | -52.2% | +76.0% |
| All | +156.3% | +215.3% | -59.0% | +76.0% |
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 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