-25.8%
ACN vs EXR
-1.8%
-24.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -3.8% | -0.4% | -3.4% | -3.7% |
| 30D | +16.5% | +18.2% | -1.7% | +9.3% |
| 3M | +41.5% | +7.3% | +34.1% | +37.7% |
| 6M | +60.1% | +13.8% | +46.2% | +52.5% |
| YTD | -3.9% | +25.9% | -29.9% | -12.2% |
| 1Y | +4.1% | +25.8% | -21.7% | -4.9% |
| 3Y | -15.9% | +53.7% | -69.6% | -32.7% |
| All | -25.8% | -1.8% | -24.0% | -26.0% |
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 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