+1,098.9%
ATI vs EXR
-11.8%
+1,110.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.2% | +4.2% | +3.5% |
| 7D | -0.1% | -2.6% | +2.5% | +1.1% |
| 30D | +2.7% | -7.2% | +9.9% | +6.0% |
| 3M | +16.3% | -3.5% | +19.8% | +17.4% |
| 6M | +30.2% | -5.3% | +35.5% | +32.5% |
| YTD | +83.6% | +9.4% | +74.2% | +75.5% |
| 1Y | +173.0% | +1.3% | +171.7% | +168.4% |
| 3Y | +356.6% | +22.4% | +334.2% | +305.2% |
| All | +1,098.9% | -11.8% | +1,110.8% | +1,073.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling