+532.2%
BE vs EXR
-1.8%
+533.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.0% |
| 7D | +10.8% | -0.4% | +11.3% | +11.2% |
| 30D | -19.8% | +18.2% | -38.0% | -28.2% |
| 3M | -18.7% | +7.3% | -26.1% | -22.6% |
| 6M | -33.7% | +13.8% | -47.6% | -40.7% |
| YTD | +121.0% | +25.9% | +95.0% | +81.3% |
| 1Y | +85.4% | +25.8% | +59.6% | +51.7% |
| 3Y | +1,709.5% | +53.7% | +1,655.8% | +1,085.0% |
| All | +532.2% | -1.8% | +533.9% | +472.8% |
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