+65.2%
ALAB vs EXR
+1.1%
+64.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.2% | +11.0% | +9.1% |
| 7D | +7.2% | -2.6% | +9.8% | +5.9% |
| 30D | -2.5% | -7.2% | +4.7% | -5.9% |
| 3M | -13.3% | -3.5% | -9.8% | -15.1% |
| 6M | +172.8% | -5.3% | +178.1% | +154.7% |
| YTD | +86.6% | +9.4% | +77.2% | +87.9% |
| 1Y | +65.2% | +1.3% | +63.8% | +58.5% |
| All | +65.2% | +1.1% | +64.1% | +58.5% |
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