+44.9%
BUD vs EXR
-11.8%
+56.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | +0.3% | -2.6% | +2.8% | +1.1% |
| 30D | -5.7% | -7.2% | +1.5% | -3.5% |
| 3M | +3.1% | -3.5% | +6.6% | +4.2% |
| 6M | +7.9% | -5.3% | +13.2% | +9.4% |
| YTD | +27.3% | +9.4% | +18.0% | +23.8% |
| 1Y | +37.8% | +1.3% | +36.5% | +36.7% |
| 3Y | +49.8% | +22.4% | +27.4% | +40.4% |
| All | +44.9% | -11.8% | +56.7% | +36.6% |
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