-99.2%
AMC vs EXR
-1.8%
-97.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +3.5% | -0.4% | +3.9% | +3.8% |
| 30D | +12.5% | +18.2% | -5.8% | +3.1% |
| 3M | +23.6% | +7.3% | +16.2% | +19.0% |
| 6M | +144.4% | +13.8% | +130.5% | +127.7% |
| YTD | +108.3% | +25.9% | +82.4% | +84.2% |
| 1Y | +38.9% | +25.8% | +13.1% | +22.8% |
| 3Y | -58.9% | +53.7% | -112.6% | -70.3% |
| All | -99.2% | -1.8% | -97.5% | -99.3% |
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 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