+392.0%
BTG vs EXR
+1,696.2%
-1,304.1%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.2% |
| 7D | -0.9% | -2.6% | +1.7% | -0.4% |
| 30D | +36.8% | -7.2% | +44.0% | +38.6% |
| 3M | +23.1% | -3.5% | +26.6% | +23.7% |
| 6M | +3.5% | -5.3% | +8.8% | +4.4% |
| YTD | +25.5% | +9.4% | +16.1% | +23.5% |
| 1Y | +40.1% | +1.3% | +38.8% | +39.6% |
| 3Y | +101.1% | +22.4% | +78.7% | +92.6% |
| 5Y | +70.6% | -12.2% | +82.8% | +71.1% |
| 10Y | +152.1% | +148.6% | +3.6% | +113.6% |
| All | +392.0% | +1,696.2% | -1,304.1% | +162.2% |
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