+13,967.5%
AMZN vs EXR
+3,114.4%
+10,853.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.7% |
| 7D | +8.7% | +2.7% | +6.0% | +7.7% |
| 30D | +1.7% | +18.9% | -17.2% | -4.6% |
| 3M | -2.8% | +8.4% | -11.1% | -5.7% |
| 6M | -2.1% | +14.3% | -16.4% | -7.2% |
| YTD | +15.6% | +27.2% | -11.6% | +5.1% |
| 1Y | +9.2% | +25.9% | -16.7% | -0.5% |
| 3Y | +89.9% | +54.6% | +35.2% | +54.5% |
| 5Y | +49.3% | -0.6% | +49.9% | +41.7% |
| 10Y | +591.6% | +208.5% | +383.1% | +296.2% |
| All | +13,967.5% | +3,114.4% | +10,853.1% | +2,883.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling