+13.1%
ACWI vs EXR
+25.3%
-12.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +2.4% | -0.4% | +2.9% | +2.5% |
| 30D | -1.7% | +18.2% | -19.9% | -4.2% |
| 3M | -3.9% | +7.3% | -11.3% | -4.9% |
| 6M | +0.8% | +13.8% | -13.0% | -1.9% |
| YTD | +11.0% | +25.9% | -14.9% | +5.8% |
| 1Y | +13.1% | +25.8% | -12.7% | +7.7% |
| All | +13.1% | +25.3% | -12.2% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling