+1,178.1%
ATI vs EXR
+144.7%
+1,033.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | +0.9% |
| 7D | +2.4% | -3.1% | +5.5% | +4.0% |
| 30D | -9.5% | -7.5% | -2.0% | -5.9% |
| 3M | +10.4% | -7.5% | +17.9% | +14.0% |
| 6M | +31.8% | -5.2% | +37.0% | +34.6% |
| YTD | +80.0% | +6.5% | +73.5% | +73.0% |
| 1Y | +175.8% | -2.0% | +177.9% | +175.2% |
| 3Y | +364.2% | +21.5% | +342.7% | +302.0% |
| 5Y | +1,076.9% | -11.5% | +1,088.4% | +1,073.8% |
| 10Y | +1,178.1% | +148.0% | +1,030.1% | +664.6% |
| All | +1,178.1% | +144.7% | +1,033.3% | +664.6% |
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