+18.7%
AEM vs EXR
+28.1%
-9.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +3.1% | +6.6% | +8.4% |
| 7D | +0.2% | +11.3% | -11.1% | -3.7% |
| 30D | +0.1% | +21.2% | -21.1% | -7.1% |
| 3M | +22.1% | +8.7% | +13.4% | +17.9% |
| 6M | +2.4% | +18.2% | -15.8% | -5.9% |
| YTD | +8.9% | +27.9% | -19.0% | -3.2% |
| 1Y | +18.7% | +28.3% | -9.6% | +5.7% |
| All | +18.7% | +28.1% | -9.4% | +5.7% |
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