+112.1%
BTI vs EXR
+23.6%
+88.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -1.4% | -0.7% | -0.7% | -1.2% |
| 30D | -7.0% | -6.9% | -0.1% | -5.6% |
| 3M | -6.3% | -3.0% | -3.3% | -5.6% |
| 6M | -2.0% | -2.9% | +1.0% | -1.3% |
| YTD | +0.2% | +9.3% | -9.1% | -1.1% |
| 1Y | +3.8% | -0.9% | +4.7% | +4.0% |
| 3Y | +112.1% | +24.7% | +87.4% | +112.5% |
| All | +112.1% | +23.6% | +88.5% | +112.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling