+11.9%
AG vs EXR
+25.3%
-13.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.6% |
| 7D | -10.0% | -0.4% | -9.5% | -9.6% |
| 30D | -10.5% | +18.2% | -28.7% | -20.0% |
| 3M | -27.3% | +7.3% | -34.6% | -30.5% |
| 6M | -43.0% | +13.8% | -56.8% | -49.2% |
| YTD | -17.9% | +25.9% | -43.8% | -33.6% |
| 1Y | +11.9% | +25.8% | -13.9% | -9.6% |
| All | +11.9% | +25.3% | -13.4% | -9.6% |
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