+47.4%
AEE vs EXR
+23.6%
+23.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +0.6% | -0.7% | +1.3% | +0.8% |
| 30D | -1.9% | -6.9% | +5.0% | -0.2% |
| 3M | +0.3% | -3.0% | +3.3% | +1.1% |
| 6M | -3.0% | -2.9% | 0.0% | -2.3% |
| YTD | +8.4% | +9.3% | -0.9% | +6.1% |
| 1Y | +9.8% | -0.9% | +10.7% | +9.7% |
| 3Y | +47.4% | +24.7% | +22.7% | +43.2% |
| All | +47.4% | +23.6% | +23.8% | +43.2% |
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