+8.8%
BMRN vs EXR
+28.1%
-19.3%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.4% | +2.0% |
| 7D | +2.0% | +11.3% | -9.2% | -0.4% |
| 30D | -0.7% | +21.2% | -21.9% | -4.7% |
| 3M | -5.9% | +8.7% | -14.6% | -7.9% |
| 6M | +3.0% | +18.2% | -15.2% | -0.5% |
| YTD | -3.9% | +27.9% | -31.8% | -7.4% |
| 1Y | +8.8% | +28.3% | -19.5% | +5.0% |
| All | +8.8% | +28.1% | -19.3% | +5.0% |
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