-51.7%
BIDU vs EXR
+216.3%
-268.0%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -4.6% | -0.4% | -4.1% | -4.4% |
| 30D | -4.5% | +18.2% | -22.8% | -8.6% |
| 3M | -25.4% | +7.3% | -32.7% | -26.7% |
| 6M | -48.1% | +13.8% | -61.9% | -49.9% |
| YTD | -40.2% | +25.9% | -66.1% | -43.9% |
| 1Y | -35.2% | +25.8% | -61.0% | -39.2% |
| 3Y | -27.1% | +53.7% | -80.8% | -36.5% |
| 5Y | -54.2% | -1.8% | -52.4% | -55.9% |
| All | -51.7% | +216.3% | -268.0% | -61.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling