-36.3%
BABA vs EXR
+26.8%
-63.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | -3.6% | -1.1% | -2.4% | -3.4% |
| 30D | -8.4% | +18.8% | -27.1% | -10.0% |
| 3M | -20.6% | +9.9% | -30.5% | -21.5% |
| 6M | -25.4% | +12.6% | -38.0% | -27.0% |
| YTD | -30.1% | +26.5% | -56.6% | -30.4% |
| 1Y | -36.3% | +24.5% | -60.8% | -36.9% |
| All | -36.3% | +26.8% | -63.1% | -36.9% |
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 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