+400.4%
ALAB vs EXR
+11.5%
+388.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.2% | +11.0% | +9.6% |
| 7D | +7.2% | -2.6% | +9.8% | +6.9% |
| 30D | -2.5% | -7.2% | +4.7% | -3.3% |
| 3M | -13.3% | -3.5% | -9.8% | -13.9% |
| 6M | +172.8% | -5.3% | +178.1% | +168.7% |
| YTD | +86.6% | +9.4% | +77.2% | +84.3% |
| 1Y | +65.2% | +1.3% | +63.8% | +63.3% |
| All | +400.4% | +11.5% | +388.9% | +403.6% |
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 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