+207.4%
ALAB vs EXR
+29.0%
+178.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.8% | +6.2% |
| 7D | -26.3% | +5.2% | -31.5% | -25.5% |
| 30D | -50.1% | +20.9% | -71.0% | -48.6% |
| 3M | -42.5% | +7.7% | -50.2% | -41.5% |
| 6M | -10.8% | +13.2% | -24.0% | -9.3% |
| YTD | +14.6% | +26.5% | -11.8% | +16.1% |
| 1Y | +17.1% | +27.2% | -10.1% | +18.6% |
| All | +207.4% | +29.0% | +178.5% | +217.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling