+332.2%
BTG vs EXR
+1,968.5%
-1,636.3%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -9.1% | -0.4% | -8.6% | -9.0% |
| 30D | -1.6% | +18.2% | -19.8% | -4.5% |
| 3M | -2.8% | +7.3% | -10.1% | -4.0% |
| 6M | -7.6% | +13.8% | -21.4% | -9.8% |
| YTD | +10.2% | +25.9% | -15.7% | +5.8% |
| 1Y | +21.3% | +25.8% | -4.5% | +16.4% |
| 3Y | +82.7% | +53.7% | +29.0% | +68.6% |
| 5Y | +30.8% | -1.8% | +32.6% | +28.6% |
| 10Y | +163.7% | +214.5% | -50.8% | +114.9% |
| All | +332.2% | +1,968.5% | -1,636.3% | +124.7% |
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 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