+112.7%
AMT vs EXR
+221.5%
-108.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.4% |
| 7D | +0.5% | +5.2% | -4.7% | -2.2% |
| 30D | +13.6% | +20.9% | -7.3% | +2.6% |
| 3M | +11.5% | +7.7% | +3.8% | +7.0% |
| 6M | +6.9% | +13.2% | -6.2% | -0.1% |
| YTD | +10.8% | +26.5% | -15.7% | -2.5% |
| 1Y | +10.3% | +27.2% | -16.9% | -3.4% |
| 3Y | +12.4% | +71.5% | -59.1% | -18.5% |
| 5Y | -20.1% | +0.4% | -20.4% | -23.8% |
| All | +112.7% | +221.5% | -108.8% | +16.5% |
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