-18.3%
BIDU vs EXR
-0.7%
-17.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.8% |
| 7D | -8.1% | -1.2% | -7.0% | -8.0% |
| 30D | -12.8% | -6.2% | -6.6% | -12.0% |
| 3M | -21.3% | -7.4% | -13.9% | -20.4% |
| 6M | -27.0% | -0.5% | -26.4% | -27.9% |
| YTD | -30.0% | +8.1% | -38.1% | -30.2% |
| 1Y | -18.3% | -2.9% | -15.4% | -20.2% |
| All | -18.3% | -0.7% | -17.6% | -20.2% |
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 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