+11.9%
AU vs EXR
+25.3%
-13.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | -7.2% | -0.4% | -6.8% | -6.9% |
| 30D | -2.9% | +18.2% | -21.1% | -12.2% |
| 3M | -8.7% | +7.3% | -16.0% | -12.3% |
| 6M | -14.1% | +13.8% | -28.0% | -22.2% |
| YTD | +4.8% | +25.9% | -21.1% | -13.2% |
| 1Y | +11.9% | +25.8% | -13.9% | -7.4% |
| All | +11.9% | +25.3% | -13.4% | -7.4% |
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