+13.6%
BND vs EXR
+53.5%
-39.9%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -1.4% | -0.4% | -1.0% | -1.4% |
| 30D | +0.6% | +18.2% | -17.6% | -0.8% |
| 3M | -1.6% | +7.3% | -8.9% | -2.2% |
| 6M | -1.5% | +13.8% | -15.4% | -2.7% |
| YTD | -1.5% | +25.9% | -27.4% | -3.5% |
| 1Y | -1.1% | +25.8% | -26.9% | -3.1% |
| 3Y | +13.6% | +53.7% | -40.1% | +8.0% |
| All | +13.6% | +53.5% | -39.9% | +8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling