+151.8%
ACN vs EXR
+215.7%
-63.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.8% | -1.2% |
| 7D | -5.7% | -1.2% | -4.5% | -5.3% |
| 30D | +17.0% | +18.3% | -1.2% | +9.9% |
| 3M | +39.9% | +9.1% | +30.8% | +35.5% |
| 6M | +50.2% | +11.7% | +38.4% | +44.2% |
| YTD | -4.2% | +25.7% | -29.8% | -12.3% |
| 1Y | +4.3% | +24.9% | -20.6% | -4.4% |
| 3Y | -17.1% | +51.4% | -68.6% | -31.9% |
| 5Y | -26.5% | -1.9% | -24.5% | -28.8% |
| All | +151.8% | +215.7% | -63.9% | +70.2% |
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