+23.2%
AME vs EXR
+24.1%
-0.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | +8.1% | -1.2% | +9.3% | +8.4% |
| 30D | -3.8% | +18.3% | -22.1% | -7.7% |
| 3M | -6.6% | +9.1% | -15.7% | -8.4% |
| 6M | +4.6% | +11.7% | -7.2% | +1.0% |
| YTD | +17.9% | +25.7% | -7.8% | +8.3% |
| 1Y | +23.2% | +24.9% | -1.7% | +13.4% |
| All | +23.2% | +24.1% | -0.9% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling