+5.5%
AVAV vs EXR
+53.9%
-48.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.6% | +12.0% | +12.5% |
| 7D | +3.2% | +2.7% | +0.5% | +2.5% |
| 30D | -7.4% | +18.9% | -26.3% | -11.0% |
| 3M | -32.0% | +8.4% | -40.4% | -33.4% |
| 6M | -24.6% | +14.3% | -38.9% | -26.9% |
| YTD | -47.5% | +27.2% | -74.8% | -49.9% |
| 1Y | -61.5% | +25.9% | -87.4% | -63.2% |
| 3Y | +5.5% | +54.6% | -49.2% | -5.5% |
| All | +5.5% | +53.9% | -48.4% | -5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling