+34.3%
BP vs EXR
+1.1%
+33.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +0.4% |
| 7D | +3.9% | -2.6% | +6.5% | +3.6% |
| 30D | +7.6% | -7.2% | +14.8% | +6.7% |
| 3M | +0.7% | -3.5% | +4.2% | +0.3% |
| 6M | +15.5% | -5.3% | +20.8% | +16.1% |
| YTD | +30.8% | +9.4% | +21.5% | +30.1% |
| 1Y | +34.3% | +1.3% | +33.0% | +32.4% |
| All | +34.3% | +1.1% | +33.2% | +32.4% |
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