-10.6%
BA vs EXR
+28.1%
-38.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -0.9% | +0.9% |
| 7D | +5.9% | +11.3% | -5.4% | +1.4% |
| 30D | -8.2% | +21.2% | -29.3% | -15.2% |
| 3M | -25.4% | +8.7% | -34.1% | -28.1% |
| 6M | -20.0% | +18.2% | -38.2% | -26.2% |
| YTD | -18.5% | +27.9% | -46.4% | -27.2% |
| 1Y | -10.6% | +28.3% | -39.0% | -20.2% |
| All | -10.6% | +28.1% | -38.7% | -20.2% |
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