-59.0%
BSX vs EXR
-1.5%
-57.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -4.2% |
| 7D | -8.2% | -3.2% | -5.0% | -7.8% |
| 30D | -15.8% | -6.9% | -8.9% | -15.0% |
| 3M | -10.8% | -7.8% | -3.0% | -10.0% |
| 6M | -38.4% | -4.9% | -33.5% | -38.4% |
| YTD | -54.8% | +7.2% | -61.9% | -55.3% |
| 1Y | -59.0% | -1.5% | -57.5% | -58.6% |
| All | -59.0% | -1.5% | -57.5% | -58.6% |
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