+2,150.5%
BN vs EXR
+3,094.9%
-944.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | +5.3% | +5.2% | +0.1% | +3.0% |
| 30D | +11.9% | +20.9% | -9.0% | +2.7% |
| 3M | -5.7% | +7.7% | -13.4% | -8.9% |
| 6M | -10.6% | +13.2% | -23.8% | -15.7% |
| YTD | -9.4% | +26.5% | -35.8% | -19.0% |
| 1Y | -8.8% | +27.2% | -36.0% | -18.8% |
| 3Y | +95.6% | +71.5% | +24.1% | +48.7% |
| 5Y | +30.2% | +0.4% | +29.8% | +24.3% |
| 10Y | +277.0% | +225.2% | +51.9% | +102.9% |
| All | +2,150.5% | +3,094.9% | -944.4% | +295.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling