+8.6%
ALB vs EXR
+28.1%
-19.5%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.1% | +2.2% | +5.0% |
| 7D | -2.1% | +11.3% | -13.3% | -2.8% |
| 30D | -9.0% | +21.2% | -30.2% | -10.4% |
| 3M | -21.1% | +8.7% | -29.9% | -22.1% |
| 6M | -49.9% | +18.2% | -68.1% | -50.9% |
| YTD | -32.3% | +27.9% | -60.2% | -37.1% |
| 1Y | +8.6% | +28.3% | -19.7% | +0.9% |
| All | +8.6% | +28.1% | -19.5% | +0.9% |
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