-1.5%
BBY vs EXR
-13.9%
+12.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.1% | -0.4% |
| 7D | +1.2% | -3.1% | +4.3% | +2.5% |
| 30D | +6.8% | -7.5% | +14.3% | +10.3% |
| 3M | +18.7% | -7.5% | +26.3% | +22.5% |
| 6M | +37.3% | -5.2% | +42.5% | +40.2% |
| YTD | +35.3% | +6.5% | +28.8% | +31.3% |
| 1Y | +20.7% | -2.0% | +22.7% | +21.0% |
| 3Y | +39.4% | +21.5% | +17.9% | +27.8% |
| 5Y | -1.5% | -11.5% | +10.0% | -1.8% |
| All | -1.5% | -13.9% | +12.4% | -1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling