+267.2%
ALAB vs EXR
+28.2%
+239.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.5% |
| 7D | +26.9% | -1.2% | +28.1% | +26.6% |
| 30D | -30.0% | +18.3% | -48.3% | -28.1% |
| 3M | -28.5% | +9.1% | -37.6% | -27.2% |
| 6M | +11.4% | +11.7% | -0.3% | +13.3% |
| YTD | +36.9% | +25.7% | +11.2% | +38.5% |
| 1Y | +44.4% | +24.9% | +19.4% | +46.1% |
| All | +267.2% | +28.2% | +239.1% | +278.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling