-9.7%
BDX vs EXR
+23.6%
-33.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -4.3% | -0.7% | -3.6% | -4.1% |
| 30D | +1.3% | -6.9% | +8.2% | +3.4% |
| 3M | +20.2% | -3.0% | +23.2% | +21.4% |
| 6M | +8.6% | -2.9% | +11.6% | +9.5% |
| YTD | +19.0% | +9.3% | +9.7% | +16.3% |
| 1Y | +21.2% | -0.9% | +22.1% | +21.1% |
| 3Y | -9.7% | +24.7% | -34.4% | -11.1% |
| All | -9.7% | +23.6% | -33.3% | -11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling