+718.9%
AVGO vs EXR
-10.8%
+729.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.0% | +3.0% |
| 7D | -0.3% | -0.7% | +0.4% | -0.1% |
| 30D | -13.8% | -6.9% | -6.9% | -12.2% |
| 3M | -6.9% | -3.0% | -3.9% | -6.7% |
| 6M | +11.9% | -2.9% | +14.9% | +11.9% |
| YTD | +6.9% | +9.3% | -2.4% | +2.6% |
| 1Y | +7.4% | -0.9% | +8.3% | +6.1% |
| 3Y | +345.6% | +24.7% | +320.9% | +287.8% |
| 5Y | +718.9% | -11.7% | +730.6% | +736.9% |
| All | +718.9% | -10.8% | +729.7% | +736.9% |
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