+39.1%
BKNG vs EXR
+21.4%
+17.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.5% | -1.3% | -3.3% |
| 7D | -13.1% | -3.1% | -10.0% | -12.5% |
| 30D | -18.5% | -7.5% | -11.0% | -17.1% |
| 3M | +5.8% | -7.5% | +13.3% | +7.6% |
| 6M | -2.1% | -5.2% | +3.1% | -1.0% |
| YTD | -18.6% | +6.5% | -25.2% | -19.7% |
| 1Y | -21.7% | -2.0% | -19.6% | -21.5% |
| All | +39.1% | +21.4% | +17.7% | +36.2% |
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 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