+42.9%
BMY vs EXR
-2.8%
+45.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.2% |
| 7D | -4.8% | -3.1% | -1.7% | -4.0% |
| 30D | -0.7% | -7.5% | +6.9% | +1.3% |
| 3M | +15.3% | -7.5% | +22.8% | +17.5% |
| 6M | +8.5% | -5.2% | +13.7% | +9.4% |
| YTD | +23.4% | +6.5% | +16.9% | +24.7% |
| 1Y | +42.9% | -2.0% | +44.9% | +40.7% |
| All | +42.9% | -2.8% | +45.8% | +40.7% |
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