+901.1%
ATI vs EXR
-0.3%
+901.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.6% | +5.0% | +4.7% |
| 7D | +6.2% | +5.2% | +1.0% | +3.9% |
| 30D | -7.1% | +20.9% | -28.0% | -14.5% |
| 3M | -21.3% | +7.7% | -29.0% | -24.0% |
| 6M | +6.5% | +13.2% | -6.7% | 0.0% |
| YTD | +53.2% | +26.5% | +26.7% | +37.2% |
| 1Y | +82.7% | +27.2% | +55.5% | +63.1% |
| 3Y | +314.3% | +71.5% | +242.8% | +213.3% |
| All | +901.1% | -0.3% | +901.4% | +805.5% |
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