+322.1%
BEN vs EXR
+3,094.9%
-2,772.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.3% | +5.0% |
| 7D | +6.6% | +5.2% | +1.4% | +3.7% |
| 30D | +3.8% | +20.9% | -17.0% | -6.3% |
| 3M | +0.2% | +7.7% | -7.5% | -3.9% |
| 6M | +10.4% | +13.2% | -2.7% | +2.7% |
| YTD | +46.2% | +26.5% | +19.7% | +27.6% |
| 1Y | +52.3% | +27.2% | +25.1% | +32.3% |
| 3Y | +65.9% | +71.5% | -5.6% | +18.6% |
| 5Y | +20.6% | +0.4% | +20.2% | +11.8% |
| 10Y | +64.8% | +225.2% | -160.4% | -28.0% |
| All | +322.1% | +3,094.9% | -2,772.8% | -56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling