+60.2%
ALB vs EXR
+0.3%
+59.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -4.4% | -0.7% | -3.7% | -4.3% |
| 30D | -1.2% | -6.9% | +5.8% | -0.7% |
| 3M | -13.3% | -3.0% | -10.3% | -13.5% |
| 6M | -19.8% | -2.9% | -16.8% | -20.0% |
| YTD | -7.9% | +9.3% | -17.2% | -13.3% |
| 1Y | +60.2% | -0.9% | +61.1% | +52.8% |
| All | +60.2% | +0.3% | +59.8% | +52.8% |
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