+88.4%
ATI vs EXR
+27.0%
+61.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.6% | +4.5% | +4.9% |
| 7D | +6.0% | +2.7% | +3.3% | +5.0% |
| 30D | -3.6% | +18.9% | -22.6% | -9.8% |
| 3M | -18.9% | +8.4% | -27.2% | -20.9% |
| 6M | +16.7% | +14.3% | +2.4% | +8.6% |
| YTD | +61.1% | +27.2% | +33.8% | +40.7% |
| All | +88.4% | +27.0% | +61.4% | +60.9% |
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