-99.1%
AMC vs EXR
-1.3%
-97.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.5% | +2.2% |
| 7D | +5.5% | +1.7% | +3.7% | +4.7% |
| 30D | +16.1% | +18.0% | -1.9% | +6.5% |
| 3M | +43.0% | +9.7% | +33.3% | +36.2% |
| 6M | +130.7% | +13.4% | +117.2% | +115.1% |
| YTD | +121.8% | +26.3% | +95.5% | +95.7% |
| 1Y | +40.7% | +27.6% | +13.1% | +23.3% |
| 3Y | -56.8% | +52.2% | -109.0% | -68.6% |
| 5Y | -99.1% | -1.1% | -98.0% | -99.2% |
| All | -99.1% | -1.3% | -97.8% | -99.2% |
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 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