-36.8%
BRKR vs EXR
-10.8%
-26.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | -8.7% | -1.2% | -7.5% | -8.2% |
| 30D | -9.9% | -6.2% | -3.6% | -7.4% |
| 3M | -3.1% | -7.4% | +4.3% | -0.3% |
| 6M | +45.5% | -0.5% | +46.0% | +45.3% |
| YTD | +13.7% | +8.1% | +5.6% | +8.8% |
| 1Y | +67.4% | -2.9% | +70.3% | +67.7% |
| 3Y | -13.2% | +22.9% | -36.2% | -22.4% |
| All | -36.8% | -10.8% | -26.0% | -36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling