-43.9%
ALB vs EXR
-11.8%
-32.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -3.8% |
| 7D | -8.1% | -2.6% | -5.5% | -6.8% |
| 30D | +6.3% | -7.2% | +13.5% | +10.5% |
| 3M | -23.6% | -3.5% | -20.1% | -22.7% |
| 6M | -24.6% | -5.3% | -19.3% | -23.3% |
| YTD | -10.3% | +9.4% | -19.6% | -16.3% |
| 1Y | +61.5% | +1.3% | +60.1% | +56.8% |
| 3Y | -34.0% | +22.4% | -56.4% | -43.3% |
| All | -43.9% | -11.8% | -32.0% | -49.1% |
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