+219.2%
ALLE vs EXR
+221.5%
-2.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.7% |
| 7D | -0.6% | +5.2% | -5.8% | -2.6% |
| 30D | +25.3% | +20.9% | +4.5% | +16.2% |
| 3M | +10.3% | +7.7% | +2.6% | +7.1% |
| 6M | +38.0% | +13.2% | +24.9% | +31.3% |
| YTD | +17.8% | +26.5% | -8.7% | +6.8% |
| 1Y | +13.6% | +27.2% | -13.6% | +2.7% |
| 3Y | +89.2% | +71.5% | +17.7% | +48.5% |
| 5Y | +51.1% | +0.4% | +50.7% | +44.5% |
| All | +219.2% | +221.5% | -2.3% | +119.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling