-34.4%
BIDU vs EXR
+22.1%
-56.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | -5.2% | -3.2% | -2.0% | -4.6% |
| 30D | -14.5% | -6.9% | -7.6% | -13.2% |
| 3M | -22.9% | -7.8% | -15.1% | -21.7% |
| 6M | -27.8% | -4.9% | -22.9% | -27.3% |
| YTD | -30.7% | +7.2% | -37.8% | -32.0% |
| 1Y | -15.8% | -1.5% | -14.3% | -16.0% |
| All | -34.4% | +22.1% | -56.5% | -35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling