+418.8%
BE vs EXR
+0.3%
+418.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.1% | +9.7% | +9.6% |
| 7D | +29.8% | -0.7% | +30.5% | +29.4% |
| 30D | +26.4% | -6.9% | +33.3% | +23.1% |
| 3M | +9.3% | -3.0% | +12.3% | +6.4% |
| 6M | +105.1% | -2.9% | +108.0% | +94.1% |
| YTD | +219.0% | +9.3% | +209.8% | +205.4% |
| 1Y | +418.8% | -0.9% | +419.7% | +379.2% |
| All | +418.8% | +0.3% | +418.4% | +379.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling