-22.5%
ACN vs EXR
-0.3%
-22.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | +0.9% | +5.2% | -4.3% | -1.1% |
| 30D | +33.5% | +20.9% | +12.7% | +24.3% |
| 3M | +53.5% | +7.7% | +45.8% | +49.1% |
| 6M | +52.2% | +13.2% | +39.0% | +45.3% |
| YTD | -0.1% | +26.5% | -26.6% | -8.9% |
| 1Y | +11.0% | +27.2% | -16.2% | +1.0% |
| 3Y | -11.8% | +71.5% | -83.3% | -33.3% |
| All | -22.5% | -0.3% | -22.1% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling