-80.6%
AMC vs EXR
+22.7%
-103.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.6% | +4.8% |
| 7D | +2.3% | -2.6% | +4.9% | +3.2% |
| 30D | -0.7% | -7.2% | +6.4% | +2.0% |
| 3M | +35.2% | -3.5% | +38.7% | +37.0% |
| 6M | +124.6% | -5.3% | +129.9% | +128.4% |
| YTD | +69.9% | +9.4% | +60.5% | +65.2% |
| 1Y | -2.6% | +1.3% | -3.9% | -3.3% |
| All | -80.6% | +22.7% | -103.3% | -79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling