-17.6%
BSX vs EXR
+24.5%
-42.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.1% | -5.8% | -5.9% |
| 7D | -6.4% | -0.7% | -5.8% | -6.4% |
| 30D | -8.8% | -6.9% | -1.8% | -7.8% |
| 3M | -7.6% | -3.0% | -4.7% | -7.2% |
| 6M | -37.0% | -2.9% | -34.0% | -36.7% |
| YTD | -52.8% | +9.3% | -62.1% | -53.6% |
| 1Y | -58.4% | -0.9% | -57.5% | -58.4% |
| All | -17.6% | +24.5% | -42.1% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling