+23.3%
BDX vs EXR
-1.3%
+24.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -1.0% |
| 7D | +7.3% | +1.7% | +5.5% | +6.8% |
| 30D | +15.7% | +18.0% | -2.3% | +10.4% |
| 3M | +19.1% | +9.7% | +9.4% | +15.9% |
| 6M | +44.1% | +13.4% | +30.7% | +39.1% |
| YTD | +42.1% | +26.3% | +15.8% | +33.2% |
| 1Y | +52.6% | +27.6% | +25.1% | +42.7% |
| 3Y | +22.6% | +52.2% | -29.6% | +8.8% |
| 5Y | +23.3% | -1.1% | +24.4% | +19.4% |
| All | +23.3% | -1.3% | +24.6% | +19.4% |
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