+14.9%
BND vs EXR
+149.6%
-134.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -0.9% | -3.2% | +2.3% | -0.8% |
| 30D | -1.0% | -6.9% | +5.9% | -0.6% |
| 3M | -1.2% | -7.8% | +6.6% | -0.9% |
| 6M | -2.0% | -4.9% | +2.9% | -1.8% |
| YTD | -1.2% | +7.2% | -8.3% | -1.5% |
| 1Y | -0.5% | -1.5% | +1.1% | -0.5% |
| 3Y | +12.4% | +22.3% | -9.9% | +11.2% |
| 5Y | -2.5% | -10.9% | +8.5% | -2.9% |
| All | +14.9% | +149.6% | -134.7% | +11.5% |
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