+1,709.5%
BE vs EXR
+53.5%
+1,656.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.0% |
| 7D | +10.8% | -0.4% | +11.3% | +11.1% |
| 30D | -19.8% | +18.2% | -38.0% | -25.2% |
| 3M | -18.7% | +7.3% | -26.1% | -21.2% |
| 6M | -33.7% | +13.8% | -47.6% | -38.7% |
| YTD | +121.0% | +25.9% | +95.0% | +90.3% |
| 1Y | +85.4% | +25.8% | +59.6% | +59.4% |
| 3Y | +1,709.5% | +53.7% | +1,655.8% | +916.7% |
| All | +1,709.5% | +53.5% | +1,656.0% | +916.7% |
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