+213.0%
BUD vs EXR
+3,339.2%
-3,126.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.3% |
| 7D | +4.5% | +5.2% | -0.7% | +2.8% |
| 30D | +12.5% | +20.9% | -8.4% | +5.8% |
| 3M | 0.0% | +7.7% | -7.7% | -2.4% |
| 6M | +3.8% | +13.2% | -9.4% | -0.5% |
| YTD | +33.1% | +26.5% | +6.6% | +23.0% |
| 1Y | +35.5% | +27.2% | +8.3% | +25.0% |
| 3Y | +49.4% | +71.5% | -22.1% | +23.2% |
| 5Y | +48.0% | +0.4% | +47.7% | +41.6% |
| 10Y | -8.6% | +225.2% | -233.8% | -43.4% |
| All | +213.0% | +3,339.2% | -3,126.2% | -19.6% |
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 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