+103.9%
BB vs EXR
+0.3%
+103.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | +0.5% | -0.7% | +1.2% | +0.5% |
| 30D | -12.4% | -6.9% | -5.4% | -12.4% |
| 3M | -15.3% | -3.0% | -12.3% | -15.7% |
| 6M | +128.8% | -2.9% | +131.7% | +124.1% |
| YTD | +107.7% | +9.3% | +98.4% | +103.2% |
| 1Y | +103.9% | -0.9% | +104.8% | +100.9% |
| All | +103.9% | +0.3% | +103.6% | +100.9% |
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