+1,076.1%
BE vs EXR
-11.8%
+1,088.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.6% | +8.1% |
| 7D | +20.0% | -2.6% | +22.5% | +21.9% |
| 30D | +7.9% | -7.2% | +15.1% | +13.1% |
| 3M | -13.2% | -3.5% | -9.7% | -13.6% |
| 6M | +53.5% | -5.3% | +58.8% | +55.0% |
| YTD | +191.0% | +9.4% | +181.7% | +161.7% |
| 1Y | +360.5% | +1.3% | +359.2% | +333.5% |
| 3Y | +1,568.0% | +22.4% | +1,545.6% | +1,186.0% |
| All | +1,076.1% | -11.8% | +1,088.0% | +895.2% |
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 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