+46.3%
BEN vs EXR
-2.8%
+49.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.6% |
| 7D | +3.4% | -3.1% | +6.4% | +4.5% |
| 30D | +1.8% | -7.5% | +9.3% | +4.6% |
| 3M | +8.4% | -7.5% | +15.9% | +11.1% |
| 6M | +35.6% | -5.2% | +40.8% | +36.2% |
| YTD | +46.4% | +6.5% | +39.9% | +43.3% |
| 1Y | +46.3% | -2.0% | +48.4% | +43.8% |
| All | +46.3% | -2.8% | +49.2% | +43.8% |
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 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