+1,200.9%
ATI vs EXR
+3,114.4%
-1,913.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.6% | +4.5% | +4.8% |
| 7D | +6.0% | +2.7% | +3.3% | +4.2% |
| 30D | -3.6% | +18.9% | -22.6% | -13.8% |
| 3M | -18.9% | +8.4% | -27.2% | -23.3% |
| 6M | +16.7% | +14.3% | +2.4% | +5.7% |
| YTD | +61.1% | +27.2% | +33.8% | +36.5% |
| 1Y | +89.3% | +25.9% | +63.4% | +61.4% |
| 3Y | +333.3% | +54.6% | +278.7% | +210.5% |
| 5Y | +954.5% | -0.6% | +955.1% | +863.6% |
| 10Y | +1,067.0% | +208.5% | +858.5% | +373.0% |
| All | +1,200.9% | +3,114.4% | -1,913.4% | +4.7% |
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