+19.6%
AVAV vs EXR
-0.3%
+19.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.6% | +11.0% | +10.7% |
| 7D | -10.6% | +5.2% | -15.8% | -12.2% |
| 30D | -18.8% | +20.9% | -39.7% | -23.9% |
| 3M | -34.1% | +7.7% | -41.8% | -35.8% |
| 6M | -35.3% | +13.2% | -48.5% | -38.1% |
| YTD | -53.4% | +26.5% | -79.9% | -56.9% |
| 1Y | -65.6% | +27.2% | -92.8% | -68.4% |
| 3Y | -5.1% | +71.5% | -76.6% | -26.9% |
| All | +19.6% | -0.3% | +19.9% | +15.8% |
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