+29.4%
BTG vs EXR
+28.1%
+1.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.1% | +5.6% | +7.4% |
| 7D | -0.2% | +11.3% | -11.4% | -4.3% |
| 30D | -0.8% | +21.2% | -21.9% | -8.3% |
| 3M | +31.8% | +8.7% | +23.1% | +27.2% |
| 6M | +20.4% | +18.2% | +2.2% | +10.4% |
| YTD | +14.7% | +27.9% | -13.2% | +0.8% |
| 1Y | +29.4% | +28.3% | +1.0% | +13.7% |
| All | +29.4% | +28.1% | +1.3% | +13.7% |
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