-53.6%
BSX vs EXR
+28.1%
-81.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.1% | +2.3% | +4.7% |
| 7D | +8.0% | +11.3% | -3.3% | +6.2% |
| 30D | +8.1% | +21.2% | -13.1% | +5.2% |
| 3M | -6.7% | +8.7% | -15.4% | -8.1% |
| 6M | -19.4% | +18.2% | -37.6% | -20.7% |
| YTD | -51.9% | +27.9% | -79.9% | -53.5% |
| 1Y | -53.6% | +28.3% | -82.0% | -55.3% |
| All | -53.6% | +28.1% | -81.7% | -55.3% |
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