+385.5%
BA vs EXR
+3,113.6%
-2,728.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.3% |
| 7D | -0.1% | +6.8% | -6.9% | -2.4% |
| 30D | -9.1% | +19.6% | -28.7% | -14.9% |
| 3M | -28.2% | +8.0% | -36.2% | -30.2% |
| 6M | -23.1% | +17.2% | -40.3% | -27.6% |
| YTD | -20.6% | +27.2% | -47.8% | -27.5% |
| 1Y | -12.7% | +26.1% | -38.8% | -20.1% |
| 3Y | -11.6% | +70.7% | -82.2% | -29.6% |
| 5Y | -23.1% | +1.0% | -24.1% | -27.3% |
| 10Y | +34.4% | +227.1% | -192.7% | -18.1% |
| All | +385.5% | +3,113.6% | -2,728.0% | +26.1% |
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