+33.6%
BTG vs EXR
-0.9%
+34.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | +1.4% | -1.1% | +2.5% | +1.8% |
| 30D | -1.1% | +18.8% | -19.9% | -6.5% |
| 3M | +2.5% | +9.9% | -7.4% | -0.6% |
| 6M | -3.1% | +12.6% | -15.7% | -7.1% |
| YTD | +16.3% | +26.5% | -10.2% | +7.4% |
| 1Y | +27.6% | +24.5% | +3.1% | +18.4% |
| 3Y | +89.5% | +52.4% | +37.1% | +61.3% |
| 5Y | +33.6% | -1.5% | +35.1% | +28.5% |
| All | +33.6% | -0.9% | +34.5% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling