+24.5%
ALAB vs EXR
+28.1%
-3.5%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.1% | -7.5% | -2.5% |
| 7D | -24.9% | +11.3% | -36.1% | -19.7% |
| 30D | -38.4% | +21.2% | -59.5% | -31.1% |
| 3M | -38.3% | +8.7% | -47.0% | -34.4% |
| 6M | +10.9% | +18.2% | -7.3% | +18.7% |
| YTD | +34.2% | +27.9% | +6.3% | +44.9% |
| 1Y | +24.5% | +28.3% | -3.8% | +33.5% |
| All | +24.5% | +28.1% | -3.5% | +33.5% |
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