+35.4%
BSX vs EXR
+3,081.1%
-3,045.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +3.7% | -0.4% | +4.2% | +3.9% |
| 30D | +3.1% | +18.2% | -15.1% | -2.4% |
| 3M | -14.2% | +7.3% | -21.6% | -16.3% |
| 6M | -16.4% | +13.8% | -30.3% | -20.0% |
| YTD | -53.5% | +25.9% | -79.4% | -57.3% |
| 1Y | -57.8% | +25.8% | -83.6% | -61.2% |
| 3Y | -17.4% | +53.7% | -71.2% | -31.1% |
| 5Y | +5.4% | -1.8% | +7.2% | +0.4% |
| 10Y | +106.2% | +214.5% | -108.3% | +25.7% |
| All | +35.4% | +3,081.1% | -3,045.7% | -63.9% |
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