-15.9%
ACN vs EXR
+53.5%
-69.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -3.8% | -0.4% | -3.4% | -3.7% |
| 30D | +16.5% | +18.2% | -1.7% | +11.4% |
| 3M | +41.5% | +7.3% | +34.1% | +38.4% |
| 6M | +60.1% | +13.8% | +46.2% | +54.7% |
| YTD | -3.9% | +25.9% | -29.9% | -9.4% |
| 1Y | +4.1% | +25.8% | -21.7% | -1.8% |
| 3Y | -15.9% | +53.7% | -69.6% | -22.2% |
| All | -15.9% | +53.5% | -69.4% | -22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling