+20.1%
BTG vs EXR
+24.1%
-4.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -4.0% |
| 7D | -5.9% | -1.2% | -4.7% | -5.3% |
| 30D | -5.0% | +18.3% | -23.3% | -11.4% |
| 3M | -4.5% | +9.1% | -13.5% | -8.0% |
| 6M | -7.0% | +11.7% | -18.8% | -12.1% |
| YTD | +11.4% | +25.7% | -14.3% | -2.4% |
| 1Y | +20.1% | +24.9% | -4.8% | +5.7% |
| All | +20.1% | +24.1% | -4.0% | +5.7% |
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