+758.3%
BDX vs EXR
+3,075.0%
-2,316.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | +1.0% | -1.2% | +2.2% | +1.3% |
| 30D | +15.1% | +18.3% | -3.2% | +11.4% |
| 3M | +18.2% | +9.1% | +9.1% | +16.1% |
| 6M | +48.1% | +11.7% | +36.4% | +44.9% |
| YTD | +44.1% | +25.7% | +18.4% | +37.7% |
| 1Y | +46.4% | +24.9% | +21.5% | +40.0% |
| 3Y | +24.4% | +51.4% | -27.1% | +13.7% |
| 5Y | +26.1% | -1.9% | +28.0% | +23.5% |
| 10Y | +93.3% | +214.0% | -120.7% | +50.4% |
| All | +758.3% | +3,075.0% | -2,316.7% | +341.6% |
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