+1,484.5%
BRKR vs EXR
+2,630.3%
-1,145.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.7% |
| 7D | -8.7% | -1.2% | -7.5% | -8.1% |
| 30D | -9.9% | -6.2% | -3.6% | -7.0% |
| 3M | -3.1% | -7.4% | +4.3% | +0.2% |
| 6M | +45.5% | -0.5% | +46.0% | +45.4% |
| YTD | +13.7% | +8.1% | +5.6% | +8.5% |
| 1Y | +67.4% | -2.9% | +70.3% | +68.0% |
| 3Y | -13.2% | +22.9% | -36.2% | -24.0% |
| 5Y | -39.5% | -10.2% | -29.3% | -40.2% |
| 10Y | +153.5% | +151.7% | +1.8% | +40.9% |
| All | +1,484.5% | +2,630.3% | -1,145.8% | +130.0% |
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 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