+3,675.6%
AZO vs EXR
+2,590.4%
+1,085.1%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.2% | -0.7% |
| 7D | -0.8% | -3.1% | +2.3% | 0.0% |
| 30D | -5.1% | -7.5% | +2.4% | -3.1% |
| 3M | -7.2% | -7.5% | +0.3% | -5.3% |
| 6M | -20.7% | -5.2% | -15.5% | -19.6% |
| YTD | -14.2% | +6.5% | -20.7% | -15.7% |
| 1Y | -32.2% | -2.0% | -30.1% | -32.0% |
| 3Y | +11.1% | +21.5% | -10.4% | +3.0% |
| 5Y | +87.6% | -11.5% | +99.1% | +86.1% |
| 10Y | +302.9% | +148.0% | +154.9% | +194.9% |
| All | +3,675.6% | +2,590.4% | +1,085.1% | +1,258.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling