+525.3%
BBY vs EXR
+3,081.1%
-2,555.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +4.5% | -0.4% | +4.9% | +4.7% |
| 30D | +16.8% | +18.2% | -1.4% | +9.0% |
| 3M | +23.2% | +7.3% | +15.9% | +19.7% |
| 6M | +91.9% | +13.8% | +78.1% | +81.8% |
| YTD | +61.6% | +25.9% | +35.7% | +46.2% |
| 1Y | +43.9% | +25.8% | +18.1% | +30.2% |
| 3Y | +88.6% | +53.7% | +34.9% | +55.0% |
| 5Y | -3.1% | -1.8% | -1.3% | -6.8% |
| 10Y | +290.2% | +214.5% | +75.6% | +116.9% |
| All | +525.3% | +3,081.1% | -2,555.8% | +9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling