+8,077.9%
AMD vs EXR
+205.9%
+7,872.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -0.2% | +14.9% | +14.8% |
| 7D | +6.5% | +1.7% | +4.7% | +5.9% |
| 30D | -15.3% | +18.0% | -33.3% | -19.6% |
| 3M | +9.7% | +9.7% | +0.1% | +6.3% |
| 6M | +13.2% | +13.4% | -0.3% | +7.7% |
| YTD | +140.6% | +26.3% | +114.3% | +119.9% |
| 1Y | +111.2% | +27.6% | +83.6% | +91.9% |
| 3Y | +334.4% | +52.2% | +282.3% | +258.9% |
| 5Y | +268.3% | -1.1% | +269.4% | +252.8% |
| 10Y | +8,077.9% | +216.8% | +7,861.1% | +6,777.9% |
| All | +8,077.9% | +205.9% | +7,872.1% | +6,777.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling