+1,580.2%
BE vs EXR
+24.9%
+1,555.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.6% | +7.9% |
| 7D | +20.0% | -2.6% | +22.5% | +21.3% |
| 30D | +7.9% | -7.2% | +15.1% | +11.3% |
| 3M | -13.2% | -3.5% | -9.7% | -13.8% |
| 6M | +53.5% | -5.3% | +58.8% | +53.9% |
| YTD | +191.0% | +9.4% | +181.7% | +165.9% |
| 1Y | +360.5% | +1.3% | +359.2% | +337.3% |
| All | +1,580.2% | +24.9% | +1,555.3% | +1,284.1% |
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