-41.3%
ALNY vs EXR
+1.1%
-42.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.2% |
| 7D | +12.2% | -2.6% | +14.8% | +13.6% |
| 30D | +16.3% | -7.2% | +23.5% | +20.6% |
| 3M | -12.4% | -3.5% | -8.9% | -9.5% |
| 6M | -18.7% | -5.3% | -13.4% | -16.1% |
| YTD | -33.1% | +9.4% | -42.4% | -33.4% |
| 1Y | -41.3% | +1.3% | -42.6% | -39.8% |
| All | -41.3% | +1.1% | -42.4% | -39.8% |
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