-40.6%
ACN vs EXR
-11.8%
-28.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.9% |
| 7D | -1.5% | -2.6% | +1.0% | -0.6% |
| 30D | +9.4% | -7.2% | +16.6% | +12.4% |
| 3M | +5.6% | -3.5% | +9.1% | +7.2% |
| 6M | -9.3% | -5.3% | -4.0% | -7.6% |
| YTD | -29.0% | +9.4% | -38.3% | -31.5% |
| 1Y | -24.7% | +1.3% | -26.0% | -25.5% |
| 3Y | -39.8% | +22.4% | -62.2% | -46.9% |
| All | -40.6% | -11.8% | -28.8% | -38.5% |
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