+43.9%
BBY vs EXR
+25.3%
+18.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +4.5% | -0.4% | +4.9% | +4.7% |
| 30D | +16.8% | +18.2% | -1.4% | +7.4% |
| 3M | +23.2% | +7.3% | +15.9% | +18.4% |
| 6M | +91.9% | +13.8% | +78.1% | +79.5% |
| YTD | +61.6% | +25.9% | +35.7% | +38.7% |
| 1Y | +43.9% | +25.8% | +18.1% | +23.0% |
| All | +43.9% | +25.3% | +18.6% | +23.0% |
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