+14,175.1%
AMZN vs EXR
+3,090.1%
+11,085.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.2% | +1.7% |
| 7D | +8.0% | +1.7% | +6.3% | +7.4% |
| 30D | +3.2% | +18.0% | -14.8% | -2.9% |
| 3M | -2.6% | +9.7% | -12.3% | -5.9% |
| 6M | -0.7% | +13.4% | -14.1% | -5.6% |
| YTD | +17.4% | +26.3% | -8.9% | +6.9% |
| 1Y | +9.0% | +27.6% | -18.5% | -1.1% |
| 3Y | +88.7% | +52.2% | +36.5% | +54.5% |
| 5Y | +55.6% | -1.1% | +56.7% | +47.9% |
| 10Y | +629.7% | +216.8% | +412.9% | +313.1% |
| All | +14,175.1% | +3,090.1% | +11,085.0% | +2,935.1% |
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