-23.1%
BA vs EXR
-1.5%
-21.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.4% |
| 7D | -0.1% | +6.8% | -6.9% | -2.1% |
| 30D | -9.1% | +19.6% | -28.7% | -14.1% |
| 3M | -28.2% | +8.0% | -36.2% | -30.0% |
| 6M | -23.1% | +17.2% | -40.3% | -27.1% |
| YTD | -20.6% | +27.2% | -47.8% | -26.6% |
| 1Y | -12.7% | +26.1% | -38.8% | -19.1% |
| 3Y | -11.6% | +70.7% | -82.2% | -28.3% |
| 5Y | -23.1% | +1.0% | -24.1% | -35.9% |
| All | -23.1% | -1.5% | -21.6% | -35.9% |
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