+33.4%
AG vs EXR
+28.1%
+5.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +3.1% | +6.1% | +7.3% |
| 7D | -2.6% | +11.3% | -13.8% | -8.5% |
| 30D | -12.1% | +21.2% | -33.3% | -21.9% |
| 3M | -6.6% | +8.7% | -15.3% | -11.2% |
| 6M | -20.5% | +18.2% | -38.7% | -30.3% |
| YTD | -7.4% | +27.9% | -35.4% | -21.6% |
| 1Y | +33.4% | +28.3% | +5.1% | +12.8% |
| All | +33.4% | +28.1% | +5.3% | +12.8% |
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