+104.6%
BB vs EXR
+25.3%
+79.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | +1.8% | -0.4% | +2.3% | +1.8% |
| 30D | +8.1% | +18.2% | -10.1% | +8.5% |
| 3M | -1.0% | +7.3% | -8.3% | -0.9% |
| 6M | +45.9% | +13.8% | +32.1% | +44.6% |
| YTD | +134.8% | +25.9% | +108.9% | +129.9% |
| 1Y | +104.6% | +25.8% | +78.8% | +99.5% |
| All | +104.6% | +25.3% | +79.3% | +99.5% |
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