+6,637.0%
ALNY vs EXR
+2,662.2%
+3,974.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.1% |
| 7D | +12.2% | -2.6% | +14.8% | +13.4% |
| 30D | +16.3% | -7.2% | +23.5% | +19.9% |
| 3M | -12.4% | -3.5% | -8.9% | -10.7% |
| 6M | -18.7% | -5.3% | -13.4% | -16.7% |
| YTD | -33.1% | +9.4% | -42.4% | -35.5% |
| 1Y | -41.3% | +1.3% | -42.6% | -41.8% |
| 3Y | +32.3% | +22.4% | +9.9% | +16.8% |
| 5Y | +34.8% | -12.2% | +47.0% | +33.6% |
| 10Y | +284.7% | +148.6% | +136.1% | +123.8% |
| All | +6,637.0% | +2,662.2% | +3,974.7% | +1,088.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling