+275.1%
BLK vs EXR
+151.8%
+123.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.8% | +1.3% |
| 7D | -3.3% | -1.2% | -2.1% | -2.8% |
| 30D | -6.5% | -6.2% | -0.3% | -4.1% |
| 3M | +6.7% | -7.4% | +14.2% | +9.9% |
| 6M | +14.7% | -0.5% | +15.3% | +14.6% |
| YTD | +2.5% | +8.1% | -5.6% | -1.2% |
| 1Y | -2.8% | -2.9% | +0.1% | -2.3% |
| 3Y | +65.9% | +22.9% | +42.9% | +47.9% |
| 5Y | +33.0% | -10.2% | +43.1% | +32.6% |
| All | +275.1% | +151.8% | +123.3% | +167.9% |
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 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