-6.8%
AVGO vs EXR
+28.1%
-34.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.1% | -5.1% | -0.9% |
| 7D | -7.5% | +11.3% | -18.7% | -4.0% |
| 30D | -10.2% | +21.2% | -31.4% | -4.2% |
| 3M | -22.0% | +8.7% | -30.7% | -19.6% |
| 6M | -21.6% | +18.2% | -39.8% | -17.9% |
| YTD | -5.4% | +27.9% | -33.4% | +4.3% |
| 1Y | -6.8% | +28.3% | -35.2% | +2.6% |
| All | -6.8% | +28.1% | -34.9% | +2.6% |
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