+17.2%
BMRN vs EXR
+1.1%
+16.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | +2.9% | -2.6% | +5.4% | +3.4% |
| 30D | +11.0% | -7.2% | +18.2% | +12.8% |
| 3M | +17.8% | -3.5% | +21.3% | +18.6% |
| 6M | +10.1% | -5.3% | +15.4% | +10.3% |
| YTD | +11.9% | +9.4% | +2.6% | +9.5% |
| 1Y | +17.2% | +1.3% | +15.9% | +15.8% |
| All | +17.2% | +1.1% | +16.1% | +15.8% |
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